Plan Snapshot
- Plan Sponsor: The Waverly School
- Sponsor EIN: 954869859
- Sponsor Address: 67 W BELLEVUE DR, PASADENA, CA, 911052501
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 27
- Total Assets: $5,812
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 27 | $5,812 | $0 | $33,060 |
| 2023 | 18 | $33,195 | $0 | $30,013 |
| 2022 | 18 | $35,291 | $0 | $32,155 |