How big is Harman, Claytor, Corrigan & Wellman, P.C.'s plan?

Harman, Claytor, Corrigan & Wellman, P.C.'s plan reported $23.1M in assets and 100 participants for 2024.

Original filing (PDF)20251014133023NAL0004097600001

Harman, Claytor, Corrigan & Wellman, P.C.

Name: Harman, Claytor, Corrigan & Wellman, P.C. — Form 5500 Plan 002 (2024)
Creator: Harman, Claytor, Corrigan & Wellman, P.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Harman, Claytor, Corrigan & Wellman, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Harman, Claytor, Corrigan & Wellman, P.C.'s Harman, Claytor, Corrigan & Wellman, P.C. 401(k) Profit Sharing Plan held $23.1M in plan assets for 100 participants in 2024.

Signals · 2

Late participant contributionsHigh average account balance

Active participants

100

Accounts w/ balance

140

Plan assets (EOY)

$23.1M

Net assets (EOY)

$23.1M

Plan identifiers

Harman, Claytor, Corrigan & Wellman, P.C.'s EIN is 54-1603684.

EIN 54-1603684

Plan number 002

Plan year 2024

ACK ID 20251014133023NAL0004097600001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harman, Claytor, Corrigan & Wellman, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harman, Claytor, Corrigan & Wellman, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARMAN, CLAYTOR, CORRIGAN & WELLMAN, P.C..

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 7K (0% of contributions).

Helping the score

High average account balance (92nd percentile).

Plan sponsor

Name

HARMAN, CLAYTOR, CORRIGAN & WELLMAN, P.C.

EIN

all filings

Address

4951 LAKE BROOK DRIVE, SUITE 100 · GLEN ALLEN, VA · 23060

Phone

(804) 762-8014

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

No Schedule C providers reported

Investments

31 direct securities· $23.1M(100% of reported assets)

Mutual Funds

$10.2M

15 holdings

Other securities

$6.9M

12 holdings

Common Collective Trusts

$4.9M

2 holdings

Pooled Separate Accounts

$1.1M

1 holding

Cash / Money Market

$33K

1 holding

					% of plan
Vanguard Total Stock Market Index Fund Admiral Mutual Fund	Common Collective Trusts	—	—	$4.6M	20.0%
Vanguard Target Retirement 2040 Fund Mutual Fund	Mutual Funds	—	—	$1.9M	8.4%
Vanguard Target Retirement 2035 Fund Mutual Fund	Mutual Funds	—	—	$1.9M	8.1%
Vanguard Target Retirement 2045 Fund Mutual Fund	Mutual Funds	—	—	$1.7M	7.3%
AB Large Cap Growth Z Mutual Fund	Other securities	—	—	$1.3M	5.6%
American New Perspective R6 Mutual Fund	Other securities	—	—	$1.1M	4.9%
NYL Insurance Anchor III Pooled Separate Account	Pooled Separate Accounts	—	—	$1.1M	4.8%
Vanguard Target Retirement 2030 Fund Mutual Fund	Mutual Funds	—	—	$986K	4.3%
Vanguard Target Retirement 2025 Fund Mutual Fund	Mutual Funds	—	—	$933K	4.0%
The Hartford Equity Income Fund R6 Mutual Fund	Other securities	—	—	$827K	3.6%
JP Morgan Mid Cap Growth R6 Mutual Fund	Other securities	—	—	$757K	3.3%
Federated Kaufmann Small Cap Fund R6 Mutual Fund	Other securities	—	—	$711K	3.1%
American Balanced Fund R6 Mutual Fund	Other securities	—	—	$693K	3.0%
Vanguard Target Retirement 2055 Fund Mutual Fund	Mutual Funds	—	—	$677K	2.9%
PIMCO Total Return Fund Institutional Mutual Fund	Mutual Funds	—	—	$669K	2.9%
MFS Growth Fund R6 Mutual Fund	Mutual Funds	—	—	$567K	2.5%
American EuroPacific Growth R6 Mutual Fund	Other securities	—	—	$562K	2.4%
American Small Cap World R6 Mutual Fund	Other securities	—	—	$461K	2.0%
Vanguard Target Retirement 2050 Fund Mutual Fund	Mutual Funds	—	—	$358K	1.5%
Vanguard Target Retirement 2060 Fund Mutual Fund	Mutual Funds	—	—	$304K	1.3%
iShares Russell Mid-Cap Index Fund K Mutual Fund	Common Collective Trusts	—	—	$253K	1.1%
BlackRock Global Allocation Fund K Mutual Fund	Other securities	—	—	$207K	0.9%
JPMorgan High Yield Fund R6 Mutual Fund	Other securities	—	—	$171K	0.7%
MFS International Diversification Fund R6 Mutual Fund	Mutual Funds	—	—	$168K	0.7%
Vanguard Target Retirement Income Fund Mutual Fund	Mutual Funds	—	—	$37K	0.2%
JPMorgan U.S. Government Money Market Fund Capital Money Market Fund	Cash / Money Market	—	—	$33K	0.1%
Hartford World Bond R6 Mutual Fund	Other securities	—	—	$31K	0.1%
The Hartford Balanced Income Fund R6 Mutual Fund	Other securities	—	—	$18K	<0.1%
Vanguard Target Retirement 2065 Fund Mutual Fund	Mutual Funds	—	—	$13K	<0.1%
Lord Abbett Short Duration Income Fund R6 Mutual Fund	Mutual Funds	—	—	$11K	<0.1%
PIMCO Real Estate Real Return Strategy Fund Institutional Mutual Fund	Mutual Funds	—	—	$2K	<0.1%