WAVERLY ADVISORS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
94
Active participants
31,954
Total plan assets
$4.3B
Filings (rows)
94
Direct comp
$3.3M
Indirect comp
$4K
SERVICES PROVIDED
Advisor / Consultant71
Other21
Accountant / Auditor1
TPA / Administrator1
Top plans served
All 94 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BRADLEY ARANT BOULT CUMMINGS LLP BRADLEY ARANT BOULT CUMMINGS LLP RETIREMENT PLAN | BIRMINGHAM, AL | Other NONE | 1,172 | $694.3M | $12K |
| BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C. BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN | MEMPHIS, TN | Other SELF-DIRECTED INV. ADVIS | 1,160 | $627.6M | $25K |
| MAYNARD NEXSEN PC MAYNARD NEXSEN PC 401(K) MASTER TRUST | BIRMINGHAM, AL | Other NONE | — | $419.0M | $6K |
| MAYNARD NEXSEN, PC MAYNARD NEXSEN, PC 401(K) PLAN & TRUST | BIRMINGHAM, AL | Other NONE | 801 | $409.8M | $6K |
| PHELPS DUNBAR, LLP PHELPS DUNBAR, LLP SAVINGS AND RETIREMENT PLAN | NEW ORLEANS, LA | Advisor / Consultant ADVISOR | 727 | $294.9M | $21K |
| WARREN AVERETT COMPANIES, LLC WARREN AVERETT COMPANIES, LLC PROFIT SHARING PLAN | BIRMINGHAM, AL | Advisor / Consultant RIA | 703 | $195.9M | $9K |
| WARREN AVERETT COMPANIES, LLC WARREN AVERETT COMPANIES, LLC PROFIT SHARING PLAN | BIRMINGHAM, AL | Advisor / Consultant RIA | 729 | $176.5M | $9K |
| WARREN AVERETT COMPANIES, LLC WARREN AVERETT COMPANIES, LLC PROFIT SHARING PLAN | BIRMINGHAM, AL | Advisor / Consultant RIA | 698 | $147.7M | $12K |
| PREMIER MEDICAL GROUP, INC. PREMIER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | MOBILE, AL | Advisor / Consultant ADVISOR | 262 | $83.3M | $10K |
| MEDICAL IMAGING OF LEHIGH VALLEY, P.C. MILV 401(K) PROFIT SHARING PLAN | ALLENTOWN, PA | Advisor / Consultant INVESTMENT ADVISOR | 118 | $72.2M | $9K |
| COMMAND ALKON INCORPORATED COMMAND ALKON INCORPORATED 401(K) PROFIT SHARING PLAN | DUBLIN, OH | Advisor / Consultant ADVISOR | 394 | $68.8M | $71K |
| PREMIER MEDICAL GROUP, INC. PREMIER MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN | MOBILE, AL | Advisor / Consultant ADVISOR | 258 | $68.3M | $9K |
| STARNES DAVIS FLORIE LLP STARNES DAVIS FLORIE LLP 401(K) PROFIT SHARING PLAN | BIRMINGHAM, AL | Other NONE | 114 | $65.1M | $32K |
| TOWER LOAN OF MISSISSIPPI, LLC TOWER LOAN OF MISSISSIPPI, LLC 401(K) AND PROFIT SHARING PLAN | FLOWOOD, MS | Other NONE | 513 | $59.8M | $6K |
| STARNES DAVIS FLORIE LLP STARNES DAVIS FLORIE LLP 401(K) PROFIT SHARING PLAN | BIRMINGHAM, AL | Other NONE | 99 | $56.7M | $21K |
| MATERIAL SCIENCES CORPORATION MATERIAL SCIENCES CORPORATION SAVINGS AND INVESTMENT PLAN | ELK GROVE VILLAGE, IL | Advisor / Consultant INVESTMENT ADVISOR | 249 | $55.1M | $33K |
| IRONMOUNTAIN SOLUTIONS, INC. IMS 401(K) PLAN | HUNTSVILLE, AL | Advisor / Consultant ADVISOR | 334 | $46.7M | $47K |
| RESTORE THERAPY SERVICES LTD RESTORE MANAGEMENT 401K PLAN | PELHAM, AL | Advisor / Consultant ADVISOR | 587 | $34.8M | $48K |
| WELLBORN CABINET INC. WELLBORN CABINET, INC. 401(K) PROFIT SHARING PLAN | ASHLAND, AL | Advisor / Consultant RIA | 1,394 | $31.4M | $42K |
| E. A. RENFROE & COMPANY, INC. E. A. RENFROE & COMPANY, INC. 401(K) PLAN | BIRMINGHAM, AL | Advisor / Consultant ADVISOR | 4,856 | $30.3M | $45K |
| WELLBORN CABINET INC. WELLBORN CABINET, INC. 401(K) PROFIT SHARING PLAN | ASHLAND, AL | Advisor / Consultant RIA | 1,115 | $26.5M | $32K |
| MELITTA NORTH AMERICA, INC. MELITTA 401(K) PLAN | CLEARWATER, FL | Accountant / Auditor AUDITOR | 237 | $24.1M | $15K |
| MITCHELL GROCERY CORPORATION MITCHELL GROCERY CORPORATION PROFIT SHARING/401(K) PLAN | ALBERTVILLE, AL | Advisor / Consultant INVESTMENT ADVISOR | 888 | $23.8M | $45K |
| METRO BANK METRO BANK 401(K)PLAN | PELL CITY, AL | Advisor / Consultant RIA | 146 | $22.6M | $73K |
| WELLBORN CABINET, INC. WELLBORN CABINET, INC. 401(K) PROFIT SHARING PLAN | ASHLAND, AL | Advisor / Consultant RIA | 1,202 | $22.5M | $16K |
| THOMPSON GRAY, INC. THOMPSON GRAY, INC. RETIREMENT PLAN | HUNTSVILLE, AL | Advisor / Consultant ADVISOR | 259 | $22.5M | $45K |
| MITCHELL GROCERY CORPORATION MITCHELL GROCERY CORPORATION PROFIT SHARING/401(K) PLAN | ALBERTVILLE, AL | Advisor / Consultant INVESTMENT ADVISOR | 880 | $22.1M | $41K |
| CULLMAN PRIMARY CARE, P.C. CULLMAN PRIMARY CARE, P.C. 401(K) PROFIT SHARING PLAN | CULLMAN, AL | Other NONE | 136 | $19.9M | $95K |
| METRO BANK METRO BANK 401(K)PLAN | PELL CITY, AL | Advisor / Consultant RIA | 143 | $19.3M | $70K |
| HEART SOUTH CARDIOVASCULAR GROUP, P.C. HEART SOUTH CARDIOVASCULAR GROUP, P.C. 401(K) PROFIT SHARING PLAN | ALABASTER, AL | Other NONE | 93 | $18.2M | $72K |
| ROCKY MOUNTAIN HEALTH CARE SERVICES ROCKY MOUNTAIN HEALTH CARE SERVICES 403(B) PLAN | COLORADO SPRINGS, CO | Other NONE | 439 | $18.1M | $49K |
| YORKTOWN SYSTEMS GROUP YORKTOWN SYSTEMS GROUP 401(K) PLAN | HUNTSVILLE, AL | Other NONE | 458 | $18.1M | $79K |
| U OF I COMMUNITY CREDIT UNION U OF I COMMUNITY CREDIT UNION 401(K) PLAN | CHAMPAIGN, IL | Advisor / Consultant ADVISOR | 179 | $18.0M | $29K |
| METRO BANK METRO BANK 401(K)PLAN | PELL CITY, AL | Advisor / Consultant RIA | 141 | $18.0M | $72K |
| RED DIAMOND, INC. RED DIAMOND, INC. RETIREMENT SAVINGS PLAN | MOODY, AL | Advisor / Consultant RIA | 145 | $15.9M | $72K |
| YORKTOWN SYSTEMS GROUP YORKTOWN SYSTEMS GROUP 401(K) PLAN | HUNTSVILLE, AL | Other NONE | 456 | $15.6M | $79K |
| WRD, INC. WRD, INC./TIMBER PRODUCTS INSPECTION 401(K) PROFIT SHARING PLAN | PEACHTREE CITY, GA | Advisor / Consultant RIA | 107 | $15.4M | $54K |
| CULLMAN PRIMARY CARE, P.C. CULLMAN PRIMARY CARE, P.C. 401(K) PROFIT SHARING PLAN | CULLMAN, AL | Other NONE | 25 | $14.2M | $94K |
| RED DIAMOND, INC. RED DIAMOND, INC. RETIREMENT SAVINGS PLAN | MOODY, AL | Advisor / Consultant RIA | 152 | $13.9M | $65K |
| WRD, INC. WRD, INC./TIMBER PRODUCTS INSPECTION 401(K) PROFIT SHARING PLAN | PEACHTREE CITY, GA | Advisor / Consultant RIA | 108 | $13.5M | $55K |
| GABRIELLA WHITE, LLC GABRIELLA WHITE, LLC 401(K) PLAN | PELHAM, AL | Advisor / Consultant ADVISOR/INVESTMENT ADVIS | 327 | $13.4M | $28K |
| YORKTOWN SYSTEMS GROUP YORKTOWN SYSTEMS GROUP 401(K) PLAN | HUNTSVILLE, AL | Other NONE | 531 | $12.9M | $83K |
| CRANEWORKS, INC. CRANEWORKS, INC. 401(K) PLAN | BIRMINGHAM, AL | Advisor / Consultant RIA | 228 | $12.1M | $62K |
| RED DIAMOND, INC. RED DIAMOND, INC. RETIREMENT SAVINGS PLAN | MOODY, AL | Advisor / Consultant RIA | 146 | $11.2M | $56K |
| SIGMA DEFENSE SYSTEMS, LLC SIGMA DEFENSE SYSTEMS, INC. 401(K) PLAN | PERRY, GA | Advisor / Consultant RIA | 178 | $10.5M | $55K |
| CRANEWORKS, INC. CRANEWORKS, INC. 401(K) PLAN | BIRMINGHAM, AL | Advisor / Consultant RIA | 233 | $10.4M | $51K |
| FRIENDSHIP BANCORP, INC. FRIENDSHIP BANCORP 401(K) PLAN | FRIENDSHIP, IN | Advisor / Consultant INVESTMENT ADVISOR | 101 | $9.6M | $7K |
| SIGNAL CENTERS SIGNAL CENTERS 401(K) PLAN | CHATTANOOGA, TN | Advisor / Consultant RIA | 337 | $8.6M | $53K |
| SIMS BARK CO., INC. SIMS BARK CO., INC. 401(K) PROFIT SHARING PLAN | TUSCUMBIA, AL | Advisor / Consultant RIA | 265 | $8.1M | $53K |
| JUNGLE JIM'S MARKET, INC. JUNGLE JIM'S SAVINGS PLAN | FAIRFIELD, OH | Other NONE | 438 | $7.8M | $3K |
| CRANEWORKS, INC. CRANEWORKS, INC. 401(K) PLAN | BIRMINGHAM, AL | Advisor / Consultant RIA | 206 | $7.8M | $49K |
| NCP MANAGEMENT HOLDINGS, INC. ALLIANCE PARTNERS 401(K) PLAN | BIRMINGHAM, AL | Advisor / Consultant RIA | 159 | $7.1M | $53K |
| SIMS BARK CO., INC. SIMS BARK CO., INC. 401(K) PROFIT SHARING PLAN | MUSCLE SHOALS, AL | Advisor / Consultant RIA | 271 | $7.1M | $45K |
| TRIDENT TRUST COMPANY (SOUTH DAKOTA) INC. TRIDENT FUND SERVICES, INC.401(K) PLAN | SIOUX FALLS, SD | Advisor / Consultant RIA | 112 | $6.9M | $706 |
| NCP CAPCO DEVELOPMENT CO, INC. ALLIANCE PARTNERS 401(K) PLAN | BIRMINGHAM, AL | Advisor / Consultant RIA | 175 | $6.4M | $26K |
| SIGNAL CENTERS SIGNAL CENTERS 401(K) PLAN | CHATTANOOGA, TN | Advisor / Consultant RIA | 270 | $6.3M | $51K |
| CULLMAN CABINET & SUPPLY CO., INC. CULLMAN CABINET & SUPPLY CO., INC. PROFIT SHARING PLAN | CULLMAN, AL | Advisor / Consultant RIA | 112 | $6.0M | $50K |
| C.A. MURREN & SONS COMPANY, INC. C.A. MURREN & SONS COMPANY, INC. EMPLOYEE SAVINGS TRUST | GRAYSON, GA | Advisor / Consultant RIA | 168 | $6.0M | $35K |
| BR WILLIAMS TRUCKING INC BR WILLIAMS TRUCKING INC 401(K) PROFIT SHARING PLAN | OXFORD, AL | Advisor / Consultant RIA | 217 | $5.9M | $44K |
| SIMS BARK CO., INC. SIMS BARK CO., INC. 401(K) PROFIT SHARING PLAN | TUSCUMBIA, AL | Advisor / Consultant RIA | 258 | $5.6M | $43K |
| INDUSTRIAL CHEMICALS, INC. INDUSTRIAL CHEMICALS, INC. PROFIT SHARING PLAN | BIRMINGHAM, AL | Advisor / Consultant RIA | 109 | $5.5M | $40K |
| CULLMAN CABINET & SUPPLY CO., INC. CULLMAN CABINET & SUPPLY CO., INC. PROFIT SHARING PLAN | CULLMAN, AL | Advisor / Consultant RIA | 106 | $5.3M | $55K |
| TRIDENT TRUST COMPANY (SOUTH DAKOTA) INC. TRIDENT FUND SERVICES, INC.401(K) PLAN | SIOUX FALLS, SD | Advisor / Consultant RIA | 116 | $5.3M | $653 |
| TRADEMARK CONSTRUCTION SERVICES, LLC TRADEMARK CONSTRUCTION SERVICES, LLC PROFIT SHARING PLAN | HAMILTON, OH | Advisor / Consultant FINANCIAL ADVISOR | 118 | $5.2M | $26K |
| NCP CAPCO DEVELOPMENT CO, INC. ALLIANCE PARTNERS 401(K) PLAN | BIRMINGHAM, AL | Advisor / Consultant RIA | 179 | $5.1M | $30K |
| INDUSTRIAL CHEMICALS, INC. INDUSTRIAL CHEMICALS, INC. PROFIT SHARING PLAN | BIRMINGHAM, AL | Advisor / Consultant RIA | 128 | $5.1M | $38K |
| BR WILLIAMS TRUCKING INC BR WILLIAMS TRUCKING INC 401(K) PROFIT SHARING PLAN | OXFORD, AL | Advisor / Consultant RIA | 195 | $5.1M | $46K |
| CULLMAN CABINET & SUPPLY CO., INC. CULLMAN CABINET & SUPPLY CO., INC. PROFIT SHARING PLAN | CULLMAN, AL | Advisor / Consultant RIA | 112 | $5.0M | $55K |
| HC3, INC. HC3, INC. 401(K) PROFIT SHARING PLAN | IRONDALE, AL | Advisor / Consultant RIA | 127 | $4.6M | $38K |
| C.A. MURREN & SONS COMPANY, INC. C.A. MURREN & SONS COMPANY, INC. EMPLOYEE SAVINGS TRUST | GRAYSON, GA | Advisor / Consultant RIA | 238 | $4.6M | $33K |
| ARCATECH SYSTEMS, LLC ARCATECH SYSTEMS PROFIT SHARING AND RETIREMENT PLAN | MEBANE, NC | Advisor / Consultant RIA | 88 | $4.5M | $38K |
| IOS EMPLOYMENT, LLC IOS EMPLOYMENT, LLC 401(K) PLAN | CLEARWATER, FL | Advisor / Consultant RIA | 224 | $4.2M | $5K |
| INDUSTRIAL CHEMICALS, INC. INDUSTRIAL CHEMICALS, INC. PROFIT SHARING PLAN | BIRMINGHAM, AL | Advisor / Consultant RIA | 129 | $4.1M | $38K |
| ARCATECH SYSTEMS, LLC ARCATECH SYSTEMS PROFIT SHARING AND RETIREMENT PLAN | MEBANE, NC | Advisor / Consultant RIA | 98 | $3.7M | $38K |
| C.A. MURREN & SONS COMPANY, INC. C.A. MURREN & SONS COMPANY, INC. EMPLOYEE SAVINGS TRUST | GRAYSON, GA | Advisor / Consultant RIA | 317 | $3.6M | $35K |
| THE GINN GROUP, INC. THE GINN GROUP, INC. 401(K) PROFIT SHARING & TRUST | PEACHTREE CITY, GA | Advisor / Consultant RIA | 7 | $3.6M | — |
| TRIDENT FUND SERVICES, INC. TRIDENT FUND SERVICES, INC.401(K) PLAN | ATLANTA, GA | Advisor / Consultant RIA | 143 | $3.5M | $150 |
| MOSELEY TECHNICAL SERVICES, INC. MOSELEY TECHNICAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | HUNTSVILLE, AL | Other NONE | 96 | $3.3M | $34K |
| AUTO CUSTOM CARPETS, INC. AUTO CUSTOM CARPETS, INC. 401(K) RETIREMENT PLAN | OXFORD, AL | Other NONE | 127 | $3.0M | $28K |
| IOS EMPLOYMENT, LLC IOS EMPLOYMENT, LLC 401(K) PLAN | OLATHE, KS | Advisor / Consultant RIA | 116 | $2.9M | $7K |
| U.S.A. HEALTHCARE, INC. U.S.A. HEALTHCARE, INC. 401(K) PLAN | CULLMAN, AL | Advisor / Consultant RIA | 536 | $2.8M | $34K |
| CMX CINEMAS, LLC CMX CINEMAS, LLC 401(K) PLAN | MIAMI, FL | Other NONE | 437 | $2.5M | $2K |
| EVERNEST HOLDINGS, LLC EVERNEST, LLC 401(K) PLAN | BIRMINGHAM, AL | TPA / Administrator CONTRACT ADMINISTRATOR | 174 | $2.2M | $5K |
| IOS EMPLOYMENT, LLC IOS EMPLOYMENT, LLC 401(K) PLAN | OLATHE, KS | Advisor / Consultant RIA | 101 | $1.9M | $7K |
| 10 BELOW, LLC 10 BELOW, LLC 401(K) PLAN | BIRMINGHAM, AL | Advisor / Consultant RIA | 178 | $1.4M | $21K |
| 10 BELOW, LLC 10 BELOW, LLC 401(K) PLAN | BIRMINGHAM, AL | Advisor / Consultant RIA | 179 | $1.0M | $20K |
| TPG TELEMANAGEMENT, INC TPG TELEMANAGEMENT, INC 401K PROFIT SHARING PLAN & TRUST | HUNTSVILLE, AL | Advisor / Consultant RIA | 141 | $800K | $19K |
| STS GROUP STS GROUP 401(K) PLAN | MADISON, AL | Advisor / Consultant RIA | 77 | $707K | $6K |
| U.S. SPACE & ROCKET CENTER EDUCATION FOUNDATION U.S. SPACE & ROCKET CENTER EDUCATION FOUNDATION 401(K) PLAN | HUNTSVILLE, AL | Other NONE | 149 | $306K | $5K |
| SIGMA DEFENSE SYSTEMS, LLC SIGMA DEFENSE SYSTEMS, INC. 401(K) PLAN | PERRY, GA | Advisor / Consultant RIA | 0 | $0 | $49K |
| ANDREWS SPORTS MEDICINE AND ORTHOPAEDIC CENTER, LLC ASMOC PENSION PLAN | BIRMINGHAM, AL | Other NONE | 0 | $0 | $17K |
| U.S.A. HEALTHCARE, INC. U.S.A. HEALTHCARE, INC. 401(K) PLAN | CULLMAN, AL | Advisor / Consultant RIA | 0 | $0 | $19K |
| CULLMAN PRIMARY CARE, P.C. CULLMAN PRIMARY CARE, P.C. 401(K) PROFIT SHARING PLAN | CULLMAN, AL | Other NONE | 0 | $0 | $0 |
| ANDREWS SPORTS MEDICINE & ORTHOPAEDIC CENTER, LLC ANDREWS SPORTS MEDICINE & ORTHOPAEDIC CENTER, LLC 401(K) PROFIT SHARING PLAN | BIRMINGHAM, AL | Advisor / Consultant RIA | 0 | $0 | $5K |