CHAD Minix signed Waverly Heights, Ltd.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Waverly Heights, Ltd.'s EIN is 23-2212842.
Download the official 2022 Form 5500 (PDF) for Waverly Heights, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Waverly Heights, Ltd.'s plan includes a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | INSURANCE CARRIER | $4K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001 | Pooled Separate Account | — | — | $8.4M | 73.6% | |
| Mutual of America | Other securities | — | — | $8.4M | 73.6% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.0M | 26.4% | |
| Mutual of America | Other securities | — | — | $7 | <0.1% |
