Walter & Haverfield Llp 401(k) Plan: Login, Facts & Contact Information

Walter & Haverfield Llp 401(k) Plan Facts

Plan name
WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WALTER & HAVERFIELD LLP
Participants
215 (102 active employees)
Former employees with a balance
102
Plan assets
$32,067,632 at Dec 31, 2024
Average account balance
$159,540 across 201 accounts
Employer contributions
$12,776 in plan year 2024 (1% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1998
✓ 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 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.38 million went into the plan in contributions, $12,776 of it from the employer (1%).
  • $8.51 million was paid out to participants.
  • Investment and other income added $4.24 million.
  • Administrative expenses were $48,493, about $241 per account.

How the Walter & Haverfield Llp 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019170$32.3 million$1.11 million$1.45 million
2020201$36.7 million$1.35 million$3.74 million
2021205$43.4 million$1.38 million$1.51 million
2022226$35.9 million$1.43 million$4.12 million
2023238$35.0 million$1.03 million$8.09 million
2024215$32.1 million$12,776$8.51 million

Walter & Haverfield Llp 401(k) Contact Information

Phone
216-781-1212
Mailing address
1500 WEST 3RD STREET SUITE 300, CLEVELAND OH 44113
Plan sponsor
WALTER & HAVERFIELD LLP
Employer identification number (EIN)
34-0602148
Plan number
003

Questions about the Walter & Haverfield Llp 401(k)

Does Walter & Haverfield Llp contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $12,776, 1% of all contributions.

Does the Walter & Haverfield Llp 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Walter & Haverfield Llp 401(k) plan?

215 participants at the start of plan year 2024, 102 of them active employees, and 102 former employees who still had money in the plan.

What is the average 401(k) balance at Walter & Haverfield Llp?

About $159,540 per account: $32.1 million in plan assets across 201 accounts with a balance at the end of plan year 2024.

Who manages the Walter & Haverfield Llp 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Walter & Haverfield Llp. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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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