Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WAVERLY SENIOR SERVICES
EIN 92-2896025Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$24.3M assets
Welfare
0
Participants
1,148
1400 WAVERLY RD - GLADWYNE, PA 19035610-645-8600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $24.3M assets / 1,148 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF WAVERLY SENIOR SERVICES
OtherDC
Assets$15.3M
Participants633
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES
403b
Assets$9.0M
Participants515
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF WAVERLY SENIOR SERVICES | OtherDC | $15.3M | 633 | 2024 | |
| 002 | TAX DEFERRED ANNUITY PLAN OF WAVERLY SENIOR SERVICES | 403b | $9.0M | 515 | 2024 |
Retirement plans