The Waldwin Group 401(k) Plan: Login, Facts & Contact Information

The Waldwin Group 401(k) Plan Facts

Plan name
THE WALDWIN GROUP 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
THE WALDWIN GROUP
Participants
181 (231 active employees)
Plan assets
$2,122,308 at Dec 31, 2024
Average account balance
$55,850 across 38 accounts
Employer contributions
$85,588 in plan year 2024 (32% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2011
— Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 28, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $264,651 went into the plan in contributions, $85,588 of it from the employer (32%).
  • $44,887 was paid out to participants.
  • Investment and other income added $168,028.

How the The Waldwin Group 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019133$995,382$48,764$75,931
2020162$1.29 million$56,341$29,624
2021135$1.45 million$58,483$126,332
202298$1.38 million$69,415$51,614
2023122$1.75 million$81,856$66,646
2024181$2.12 million$85,588$44,887

The Waldwin Group 401(k) Contact Information

Phone
617-541-1911
Mailing address
15 ALLERTON STREET SUITE 3, BOSTON MA 02119
Plan sponsor
THE WALDWIN GROUP
Employer identification number (EIN)
04-3155011
Plan number
001

Questions about the The Waldwin Group 401(k)

Does The Waldwin Group contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $85,588 in employer contributions for plan year 2024.

Does the The Waldwin Group 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the The Waldwin Group 401(k) plan?

181 participants at the start of plan year 2024, 231 of them active employees.

What is the average 401(k) balance at The Waldwin Group?

About $55,850 per account: $2.12 million in plan assets across 38 accounts with a balance at the end of plan year 2024.

Who manages the The Waldwin Group 401(k) accounts?

ADP Retirement Services is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Waldwin Group. How do I access my 401(k)?

Your account stays with ADP Retirement Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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