WAVERLY HEIGHTS, LTD. 401(k) Plan
What public Form 5500 filings show about the WAVERLY HEIGHTS, LTD. 401(k) plan — and how to find and check your own account.
The WAVERLY HEIGHTS, LTD. 401(k) on its latest Form 5500
WAVERLY HEIGHTS, LTD. (EIN 23-2212842) reports TAX DEFERRED ANNUITY PLAN OF WAVERLY HEIGHTS, LTD. on its most recent Form 5500, with $6.7M in plan assets across 286 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full WAVERLY HEIGHTS, LTD. filing — schedules, fees, and providers.
Who runs the WAVERLY HEIGHTS, LTD. 401(k)?
WAVERLY HEIGHTS, LTD.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask WAVERLY HEIGHTS, LTD.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MUTUAL OF AMERICA INVESTMENT.
How to check your WAVERLY HEIGHTS, LTD. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask WAVERLY HEIGHTS, LTD. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).