How big is Waverly Management, Inc.'s plan?

Waverly Management, Inc.'s plan reported $6.0M in assets and 13 participants for 2024.

Original filing (PDF)20250916091842NAL0001219523001

Waverly Management, Inc.

Name: Waverly Management, Inc. — Waverly Management, Inc., Form 5500 (2024)
Creator: Waverly Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Waverly Management, Inc. Retirement Plan

401(k) retirement plan · Waverly Management, Inc.'s Waverly Management, Inc. Retirement Plan held $6.0M in plan assets for 13 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Rose Marie Day signed Waverly Management, Inc.'s 2024 Form 5500 as plan administrator.

Rose Marie Day — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Waverly Management, Inc.'s EIN is 23-1705331.

EIN 23-1705331

Plan number 001

Plan year 2024

ACK ID 20250916091842NAL0001219523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Waverly Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Waverly Management, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WAVERLY MANAGEMENT, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score