The Denver Waldorf School Association 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Denver Waldorf School Association
  • Sponsor EIN: 840717615
  • Sponsor Address: 2100 S PENNSYLVANIA ST, DENVER, CO, 80210
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 123
  • Total Assets: $3.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023123$3.7M$83,169$115,992
2022113$3.1M$31,170$154,127

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