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Walter & Haverfield LLP Profit Sharing Retirement Plan

Walter & Haverfield LLP, Cleveland OH. Employer ID 340602148, plan number 003. Annual reports on file for 2009 to 2024.

Where the money went

  1. Filed 2009-2024Walter & Haverfield LLP Profit Sharing Retirement Plan, Walter & Haverfield LLP
  2. TodayWalter & Haverfield LLP Profit Sharing Retirement Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.

Records are kept by Fidelity Investments Institutional, per the 2024 filing.

Worked here?

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

Check my years

Events in the filings

People in the plan

"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan yearParticipantsSeparated, still owedSource
201313325Filing
201413927Filing
201513723Filing
201615723Filing
201716021Filing
201817032Filing
201919836Filing
202020442Filing
202122660Filing
2022237123Filing
2023215104Filing
2024205102Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.