Walter & Haverfield Llp Profit Sharing Retirement Plan
Sponsored by Walter & Haverfield Llp · EIN 340602148 · Plan #003
- Total assets
- $32.1M
- Net assets
- $32.1M
- Active participants
- 102
- With balances
- 201
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $14,569 |