# Waverly Senior Services 401(k) Plan
Source: https://planprovider.pro/companies/waverly-senior-services-922896025-001

> Waverly Senior Services's 401(k) plan: 511 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Waverly Senior Services

- **Sponsor EIN:** 922896025

- **Sponsor Address:** 1400 WAVERLY RD, GLADWYNE, PA, 190351254

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

- **Plan Number:** 001

- **Total Participants:** 511

- **Total Assets:** $15.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|511|$15.3M|$977,703|$198,524|

| 2023|411|$13.9M|$881,421|$183,593|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$4,961|—|—|—|—|

| 2023|$2,837|—|—|—|—|

## Similar Plans

- [Select Medical Corporation](https://planprovider.pro/companies/select-medical-corporation-232872718-502) — 36,451 participants

- [Genesis Administrative Services LLC](https://planprovider.pro/companies/genesis-administrative-services-llc-401k-plan-006) — 18,042 participants

- [Genesis Administrative Services LLC](https://planprovider.pro/companies/genesis-administrative-services-llc-300847166-501) — 17,440 participants

- [Genesis Administrative Services LLC](https://planprovider.pro/companies/genesis-administrative-services-llc-401k-plan-007) — 14,565 participants

- [Acts Retirement - Life Communities, INC.](https://planprovider.pro/companies/acts-retirement-life-communities-inc-401k-plan) — 6,188 participants

- [Select Medical Corporation](https://planprovider.pro/companies/select-medical-corporation-232872718-505) — 5,103 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/waverly-senior-services-922896025-001)

© 2026 PlanProvider.Pro