Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EAST BAY WALDORF SCHOOL ASSOCIATION, INC
EIN 94-2674970primary/secondary educationLatest filing 2024
Plans
2
Retirement
2
$895K assets
Welfare
0
Participants
62
3800 CLARK RD - EL SOBRANTE, CA 948033145510-815-9332eastbaywaldorf.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $895K assets / 62 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#002
EAST BAY WALDORF ASSOCIATION 403(B) TDA PLAN#358815
403b
Assets$453K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EAST BAY WALDORF ASSOCIATION 403(B) DC PLAN#358814
403b
Assets$442K
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EAST BAY WALDORF ASSOCIATION 403(B) TDA PLAN#358815 | 403b | $453K | 12 | 2024 | |
| 001 | EAST BAY WALDORF ASSOCIATION 403(B) DC PLAN#358814 | 403b | $442K | 50 | 2024 |
Retirement plans