P 401(k) Plan Report

Stable plan record

THE WAVERTON COMPANIES 401(K) PROFIT SHARING PLAN

Sponsored by WAVERTON ASSOCIATES, INC. · EIN/PN 541824900-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$3,201
Administrative cost per participant
2025
$29
Active participants
2025
5
Total plan assets
2025
$614,553
Participant loans as a share of assets
2025
9.8%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260407153559NAL00093231840015$3,201
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.