Sponsor portfolio
THE WAVERLY SCHOOL
EIN 95-4869859Latest filing 2025
Plans
2
Retirement
1
$8.7M assets
Welfare
1
Participants
162
67 W BELLEVUE DR - PASADENA, CA 911052501626-792-5940
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE WAVERLY SCHOOL DEFINED CONTRIBUTION PLAN
403b
Assets$8.7M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE WAVERLY SCHOOL - FLEXIBLE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE WAVERLY SCHOOL DEFINED CONTRIBUTION PLAN | 403b | $8.7M | 135 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE WAVERLY SCHOOL - FLEXIBLE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans