Waverly Senior Services 403(b) match, vesting and fees
What Waverly Senior Services' 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Waverly Senior Services: employer contribution per participant | $0 | |
| Peer median | $1,468 |
| Waverly Senior Services: average balance | $26,142 | |
| Peer median | $37,786 |
| Waverly Senior Services: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $8.1M at the end of plan year 2023 to $9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 515 | $9M | $0 | $0 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 484 | $8.1M | $0 | $0 | 0.02% | Not published | Form 5500 ↗ |
Other Waverly Senior Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
401(k) Profit-Sharing Plan for Employees of Waverly Senior Services
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mutual of America Investment Corp | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Waverly Senior Services match 401(k) contributions?
The match terms for the Tax Deferred Annuity Plan of Waverly Senior Services have not been published from its filing yet. The plan year 2024 filing reports $0 in employer contributions, about $0 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Waverly Senior Services 401(k) match vested?
The vesting schedule for the Tax Deferred Annuity Plan of Waverly Senior Services is not in the data published so far. Your Summary Plan Description states it.
Who manages the Waverly Senior Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Mutual of America Investment Corp. The plan administrator is Waverly Senior Services.
I left Waverly Senior Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Waverly Senior Services, (610) 645-8600) or the recordkeeper, Mutual of America Investment Corp. The Waverly Senior Services old 401(k) page lists the contacts from every plan filing. Find an old Waverly Senior Services 401(k)
Data from the public Form 5500 annual reports Waverly Senior Services filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Waverly Senior Services. Not financial advice. Report a correction · Methodology