Whitman, Requardt & Associates, Llp 401(k) Plan: Login, Facts & Contact Information

Whitman, Requardt & Associates, Llp 401(k) Plan Facts

Plan name
WHITMAN, REQUARDT & ASSOCIATES, LLP 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WHITMAN, REQUARDT & ASSOCIATES, LLP
Participants
1,016 (904 active employees)
Former employees with a balance
191
Plan assets
$174,331,881 at Dec 31, 2024
Average account balance
$161,269 across 1,081 accounts
Employer contributions
$2,773,924 in plan year 2024 (18% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1990
✓ 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 1, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $15.9 million went into the plan in contributions, $2.77 million of it from the employer (18%).
  • $5.59 million was paid out to participants.
  • Investment and other income added $20.5 million.
  • Administrative expenses were $134,355, about $124 per account.

How the Whitman, Requardt & Associates, Llp 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019849$98.1 million$1.33 million$3.77 million
2020913$116.6 million$1.40 million$6.61 million
2021907$137.0 million$1.33 million$6.94 million
2022911$115.0 million$1.45 million$7.05 million
2023965$143.7 million$2.28 million$4.97 million
20241,016$174.3 million$2.77 million$5.59 million

Whitman, Requardt & Associates, Llp 401(k) Contact Information

Phone
410-235-3450
Mailing address
801 SOUTH CAROLINE STREET, BALTIMORE MD 21231
Plan sponsor
WHITMAN, REQUARDT & ASSOCIATES, LLP
Employer identification number (EIN)
52-0541536
Plan number
002

Questions about the Whitman, Requardt & Associates, Llp 401(k)

Does Whitman, Requardt & Associates, Llp contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.77 million, 18% of all contributions.

Does the Whitman, Requardt & Associates, Llp 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Whitman, Requardt & Associates, Llp 401(k) plan?

1,016 participants at the start of plan year 2024, 904 of them active employees, and 191 former employees who still had money in the plan.

What is the average 401(k) balance at Whitman, Requardt & Associates, Llp?

About $161,269 per account: $174.3 million in plan assets across 1,081 accounts with a balance at the end of plan year 2024.

Who manages the Whitman, Requardt & Associates, Llp 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Whitman, Requardt & Associates, Llp. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan 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.

Related Companies
Headquarter: 640 TAYLOR STREET SUITE 2200, FORT WORTH, TX, 76102
Headquarter: 1800 MOTOR PARKWAY, ISLANDIA, NY, 11749
Headquarter: 804 CARNEGIE CENTER, PRINCETON, NJ, 08540
Headquarter: 6000 WINDWARD PARKWAY, ALPHARETTA, GA, 30005
Headquarter: 501 N. BROADWAY 11TH FLOOR, ST LOUIS, MO, 63102