# The Waverly School 401(k) Plan
Source: https://planprovider.pro/companies/the-waverly-school-401k-plan

> The Waverly School's 401(k) plan: 96 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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