Original filing (PDF)20251229133322NAL0009775155001

WAVERLY HILLS HISTORICAL SOCIETY, INC.

Name: WAVERLY HILLS HISTORICAL SOCIETY, INC. — WAVERLY HILLS HISTORICAL SOCIETY, INC. CBS BENEFIT PLAN, Form 5500 (2024)
Creator: WAVERLY HILLS HISTORICAL SOCIETY, INC.

Form 5500-SF

FILING_RECEIVED

WAVERLY HILLS HISTORICAL SOCIETY, INC. CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$783

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

WAVERLY HILLS HISTORICAL SOCIETY, INC.

EIN

33-1070721all filings

Address

P. O. BOX 581639 · LOUISVILLE, KY · 402721639

Phone

(502) 708-1118

Industry

Arts, Entertainment, Recreationsee all

Plan administrator