Waterford Institute, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Waterford Institute, INC. (EIN 510202349)
  • Plan Type: 403(b)
  • Total Participants: 253
  • Total Assets: $29.8M
  • Sponsor State: UT

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024253$29.8M$331,285$526,181
2023372$24.8M$0$0

Service Providers

  • TANNER LLC — Accountant / Independent Qualified Public Accountant

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