Retirement plan

WALDORF SCHOOL AT MORAINE FARM, INC. 403(B) DC PLAN

Name: WALDORF SCHOOL AT MORAINE FARM, INC. - WALDORF SCHOOL AT MORAINE FARM, INC. 403(B) DC PLAN (2024) Form 5500
Creator: WALDORF SCHOOL AT MORAINE FARM, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WALDORF SCHOOL AT MORAINE FARM, INC. 403(B) DC PLAN, WALDORF SCHOOL AT MORAINE FARM, INC.

WALDORF SCHOOL AT MORAINE FARM, INC.EIN 04-2861201Plan #001PY 2024

701 CABOT STREET - BEVERLY, MA 01915978-927-8811waldorfmoraine.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$507K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+12.6% from 2023

Total participants

0.0% from 2023

Average account balance

$22,523

+10.4% from 2023

Annual return

11.32%

-2.53 pp from 2023

Benchmarks

See 8,083 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort8,083 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.09M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$23K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

266.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$17K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$921

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.61%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$4710

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2T2L2F2G3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$14K

$703 / participant

Other / not subdivided$14K100.0%

% of EOY assets

1.200%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,523

$72,400-68.9%

$67,502-66.6%

$145,922-84.6%

Participation rate

100.0%

76.9%+23.1pp

72.9%+27.1pp

80.3%+19.7pp

Annual return

11.32%

7182.46%-7171.1pp

3512.12%-3500.8pp

561.29%-550.0pp

Employer contribution / active EE

$1,365

$3,069-55.5%

$2,731-50.0%

$4,660-70.7%

Participant deferral / active EE

$4,783-100.0%

$4,000-100.0%

$6,688-100.0%

Admin fee / account holder

$270

$5,539-95.1%

$3,998-93.2%

$13,397-98.0%

WALDORF SCHOOL AT MORAINE FARM, INC. 403(B) DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WALDORF SCHOOL AT MORAINE FARM, INC. 403(B) DC PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion