# Waterford Institute, INC. 403(b) Plan
Source: https://planprovider.pro/companies/waterford-institute-inc-403b-plan

> Waterford Institute, INC.'s 403(b) plan: 253 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|253|$29.8M|$331,285|$526,181|

| 2023|372|$24.8M|$0|$0|

## Service Providers

- **TANNER LLC** — Accountant / Independent Qualified Public Accountant

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