Plan Snapshot
- Plan Sponsor: The Waverly School
- Sponsor EIN: 954869859
- Sponsor Address: 67 WEST BELLEVUE, PASADENA, CA, 91105
- Plan Type: 401(k)
- Total Participants: 96
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 96 | $8.7M | $186,444 | $242,369 |
| 2023 | 69 | $7.7M | $166,045 | $219,217 |
| 2022 | 60 | $6.7M | $162,849 | $217,938 |