Plans listing this provider
34
0.06% of the 56,420 plans with Schedule H financials; 26 in 2023
Providers › Waverly Advisors, LLC
Waverly Advisors, LLC
- Service provider, as named on Schedule C
- EIN 631229657
- Plan year 2024
- Direct compensation reported $1,138,780
Assets of those plans
$2,837,566,391
0.04% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$1,138,780
94% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 25 |
| 26 | Investment advisory (participants) | 23 |
| 17 | Consulting (pension) | 14 |
| 28 | Investment management | 14 |
| 31 | Named fiduciary | 14 |
| 50 | Direct payment from the plan | 4 |
| 38 | Participant communication | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Bradley Arant Boult Cummings LLP Retirement Plan | Bradley Arant Boult Cummings | $694,313,488 | 1,537 | $12,092 |
| Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan | Baker Donelson Bearman Caldwell & Berkowitz | $627,568,677 | 1,622 | $24,733 |
| Maynard Nexsen, PC 401(k) Plan & Trust | Maynard Nexsen | $409,753,627 | 977 | $6,456 |
| Phelps Dunbar, LLP Savings and Retirement Plan | Phelps Dunbar | $294,867,711 | 829 | $20,738 |
| Warren Averett Companies, LLC Profit Sharing Plan | Warren Averett Companies | $195,867,875 | 1,051 | $9,233 |
| Premier Medical Group, Inc. 401(k) Profit Sharing Plan | Premier Medical Group | $83,252,179 | 306 | $10,434 |
| Command Alkon Incorporated 401(k) Profit Sharing Plan | Command Alkon | $68,775,579 | 500 | $71,172 |
| Starnes Davis Florie LLP 401(k) Profit Sharing Plan | Starnes Davis Florie | $65,074,382 | 126 | $32,353 |
| Material Sciences Corporation Savings and Investment Plan | Material Sciences | $55,056,305 | 518 | $32,736 |
| IMS 401(k) Plan | Ironmountain Solutions | $46,731,694 | 418 | $47,219 |
| Restore Management 401k Plan | Restore Therapy Services | $34,760,473 | 626 | $48,218 |
| Wellborn Cabinet, Inc. 401(k) Profit Sharing Plan | Wellborn Cabinet | $31,379,600 | 1,008 | $42,471 |
| E. A. Renfroe & Company, Inc. 401(k) Plan | E. A. Renfroe | $30,295,716 | 741 | $45,078 |
| Thompson Gray, Inc. Retirement Plan | Thompson Gray | $22,472,489 | 281 | $44,738 |
| Heart South Cardiovascular Group, P.C. 401(k) Profit Sharing Plan | Heart South Cardiovascular Group | $18,248,083 | 116 | $71,636 |
| Yorktown Systems Group 401(k) Plan | Yorktown Systems Group | $18,060,999 | 404 | $79,131 |
| U of I Community Credit Union 401(k) Plan | U of I Community Credit Union | $18,014,856 | 159 | $29,308 |
| Red Diamond, Inc. Retirement Savings Plan | Red Diamond | $15,878,132 | 175 | $71,911 |
| Gabriella White, LLC 401(k) Plan | Gabriella White | $13,398,482 | 239 | $28,089 |
| Signal Centers 401(k) Plan | Signal Centers | $12,423,493 | 460 | $75,465 |
| Craneworks, Inc. 401(k) Plan | Craneworks | $12,137,699 | 286 | $62,049 |
| Friendship Bancorp 401(k) Plan | Friendship Bancorp | $9,564,528 | 119 | $26,640 |
| Sims Bark Co., Inc. 401(k) Profit Sharing Plan | Sims Bark | $8,066,674 | 106 | $52,701 |
| Jungle Jim's Savings Plan | Jungle Jim's Market | $7,848,581 | 233 | $3,310 |
| Trident Fund Services, Inc.401(k) Plan | Trident Trust Company (south Dakota) | $6,895,447 | 134 | $706 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.