Plan Snapshot
- Plan Sponsor: First Of Waverly Corporation
- Sponsor EIN: 421174109
- Sponsor Address: PO BOX 837, WAVERLY, IA, 506770837
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $21.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 86 | $21.3M | $352,605 | $585,607 |
| 2023 | 85 | $18.0M | $242,304 | $581,092 |
| 2022 | 85 | $18.0M | $375,646 | $535,806 |