# Waverly Partners, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/waverly-partners-l-p-401k-plan

> Waverly Partners, L.P.'s 401(k) plan: 58 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Waverly Partners, L.P.

- **Sponsor EIN:** 640842804

- **Sponsor Address:** 1 MAGNOLIA DRIVE, WEST POINT, MS, 39773

- **Plan Type:** 401(k)

- **Total Participants:** 58

- **Total Assets:** $3.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2023|58|$3.1M|$47,477|$109,929|

| 2022|68|$2.6M|$69,177|$105,874|

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