Retirement plan

WALDORF ASSOCIATION OF PORTLAND 401K PROFIT SHARING PLAN AND TRU

Name: WALDORF ASSOCIATION - WALDORF ASSOCIATION OF PORTLAND 401K PROFIT SHARING PLAN AND TRU (2025) Form 5500
Creator: WALDORF ASSOCIATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WALDORF ASSOCIATION OF PORTLAND 401K PROFIT SHARING PLAN AND TRU, WALDORF ASSOCIATION

WALDORF ASSOCIATIONEIN 93-0797531Plan #002PY 2025

2300 SE HARRISON ST - MILWAUKIE, OR 97222503-654-2200

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+28.7% from 2024

Total participants

+4.5% from 2024

Average account balance

$22,779

-4.5% from 2024

Annual return

14.40%

+3.06 pp from 2024

Benchmarks

See 3,018 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,018 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.41M

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.

106.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$170K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$263

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

Free accounts unlock saves, downloads, and 3-year history.

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$16K

$281 / participant

Other / not subdivided$16K100.0%

% of EOY assets

1.156%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$22,779

$48,011-52.6%

$63,803-64.3%

$82,637-72.4%

Participation rate

87.9%

66.6%+21.4pp

72.7%+15.2pp

68.1%+19.9pp

Annual return

14.40%

19.84%-5.4pp

543.72%-529.3pp

53.51%-39.1pp

Employer contribution / active EE

$425

$1,904-77.7%

$2,532-83.2%

$2,552-83.4%

Participant deferral / active EE

$2,503

$2,846-12.0%

$3,843-34.9%

$4,126-39.3%

Admin fee / account holder

$263

$3,873-93.2%

$5,196-94.9%

$7,339-96.4%

WALDORF ASSOCIATION OF PORTLAND 401K PROFIT SHARING PLAN AND TRU

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WALDORF ASSOCIATION OF PORTLAND 401K PROFIT SHARING PLAN AND TRU

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