Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
SAN FRANCISCO WALDORF SCHOOL ASSOCIATION
EIN 94-2538587Educational ServicesLatest filing 2024
Plans
2
Retirement
2
$12.9M assets
Welfare
0
Participants
249
460 WEST PORTAL AVE - SAN FRANCISCO, CA 94127415-875-7235
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.9M assets / 249 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SAN FRANCISCO WALDORF SCHOOL 403(B) DC PLAN
403b
Assets$9.3M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SAN FRANCISCO WALDORF SCHOOL 403(B) TDA PLAN
403b
Assets$3.6M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAN FRANCISCO WALDORF SCHOOL 403(B) DC PLAN | 403b | $9.3M | 150 | 2024 | |
| 002 | SAN FRANCISCO WALDORF SCHOOL 403(B) TDA PLAN | 403b | $3.6M | 99 | 2024 |
Retirement plans