Plan Snapshot
- Plan Sponsor: 1898 Waverly, INC.
- Sponsor EIN: 475408911
- Sponsor Address: 783 N MAIN ST, HENDERSONVILLE, NC, 28792
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $670,908
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $670,908 | $0 | $0 |
| 2023 | 2 | $725,181 | $0 | $0 |
| 2022 | 2 | $594,640 | $0 | $0 |