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WALTER & HAVERFIELD LLP 401(k) Plan

What public Form 5500 filings show about the WALTER & HAVERFIELD LLP 401(k) plan — and how to find and check your own account.

Plan assets
$32.1M
Participants
102
Plans on file
1

The WALTER & HAVERFIELD LLP 401(k) on its latest Form 5500

WALTER & HAVERFIELD LLP (EIN 34-0602148) reports WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN on its most recent Form 5500, with $32.1M in plan assets across 102 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full WALTER & HAVERFIELD LLP filing — schedules, fees, and providers.

Who runs the WALTER & HAVERFIELD LLP 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WALTER & HAVERFIELD LLP 401(k).

How to check your WALTER & HAVERFIELD LLP 401(k)

  • Log in to Fidelity’s participant portal (the site on your statements).
  • Ask WALTER & HAVERFIELD LLP HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: WALTER & HAVERFIELD LLP — all Form 5500 filings (EIN 34-0602148) · Ohio employer EIN lookup · Form 5500 search
WALTER & HAVERFIELD LLP 401(k) Plan — Form 5500