William Raveis Real Estate, Inc. 401(k) Plan: Login, Facts & Contact Information

William Raveis Real Estate, Inc. 401(k) Plan Facts

Plan name
WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WILLIAM RAVEIS REAL ESTATE, INC.
Participants
582 (392 active employees)
Former employees with a balance
103
Plan assets
$34,765,990 at Dec 31, 2024
Average account balance
$73,970 across 470 accounts
Employer contributions
$227,601 in plan year 2024 (8% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 1, 1999
✓ 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 12, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.86 million went into the plan in contributions, $227,601 of it from the employer (8%).
  • $3.91 million was paid out to participants.
  • Investment and other income added $4.19 million.
  • Administrative expenses were $124,995, about $266 per account.

How the William Raveis Real Estate, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019512$21.5 million$182,037$1.89 million
2020503$25.5 million$428,881$1.69 million
2021529$31.0 million$246,737$2.02 million
2022570$27.0 million$0$1.56 million
2023609$31.7 million—$2.49 million
2024582$34.8 million$227,601$3.91 million

William Raveis Real Estate, Inc. 401(k) Contact Information

Phone
203-925-4589
Mailing address
7 TRAP FALLS ROAD, SHELTON CT 06484
Plan sponsor
WILLIAM RAVEIS REAL ESTATE, INC.
Employer identification number (EIN)
06-1160140
Plan number
001

Questions about the William Raveis Real Estate, Inc. 401(k)

Does William Raveis Real Estate, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $227,601, 8% of all contributions.

Does the William Raveis Real Estate, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the William Raveis Real Estate, Inc 401(k) plan?

582 participants at the start of plan year 2024, 392 of them active employees, and 103 former employees who still had money in the plan.

What is the average 401(k) balance at William Raveis Real Estate, Inc?

About $73,970 per account: $34.8 million in plan assets across 470 accounts with a balance at the end of plan year 2024.

Who manages the William Raveis Real Estate, Inc 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at William Raveis Real Estate, Inc. How do I access my 401(k)?

Your account stays with Vanguard 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: 2365 CARILLON POINT, KIRKLAND, WA, 98033
Headquarter: 10 WILLIAMS BROS. DRIVE, WASHINGTON, IN, 47501
Headquarter: 127 PUBLIC SQUARE, CLEVELAND, OH, 44114
Headquarter: 200 ST. PAUL STREET, SUITE 2420, BALTIMORE, MD, 21202
Headquarter: 909 THIRD AVE 24TH FLOOR, NEW YORK, NY, 10022