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Company:
Walter & Haverfield LLP
Plan:
Walter & Haverfield LLP Profit Sharing Retirement Plan
 

Walter & Haverfield LLP

80 Plan:

 
 
80
24
79
88
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 8 point difference between this plan's BrightScope Rating (80) and the top rated plan (88) could equate to:
[How is this calculated?]
6 additional years of work
Up to $12,900 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Walter & Haverfield LLP Profit Sharing Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 80. This plan is in the top 15% of plans for Account Balances, Company Generosity, Investment Menu Quality, and Participation Rate. Walter & Haverfield LLP Profit Sharing Retirement Plan currently has over 100 active participants and over $15.6M in plan assets.

 

 Retirement Plan Details

Address The Tower At Erieview
1301 E. Ninth Street, Suite 3500
Cleveland, OH 44114-1821 
Industry Offices of Lawyers
Administrator Gary Zwick
Net Plan Assets $15,600,000
Total Participants 120
Avg Account Balance $140,000

 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 24%
2. Nationwide Money Market 9%
3. Janus Balanced 9%

  Plan Service Providers

Insurance Carrier Nationwide
Corporate Trustee Wells Fargo (Wachovia)
Recordkeeper Wells Fargo (Wachovia)
Auditor Walthall, Drake & Wallace LLP

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