# Joseph A. Walheim & Associates DC Plan
Source: https://planprovider.pro/companies/joseph-a-walheim-associates-plan

> Joseph A. Walheim & Associates's DC plan: 2 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joseph A. Walheim & Associates

- **Sponsor EIN:** 232874745

- **Sponsor Address:** 40 WEST EAGLE ROAD SUITE TWO, HAVERTOWN, PA, 190831425

- **Plan Type:** DC

- **Total Participants:** 2

- **Total Assets:** $4.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|2|$4.0M|$20,000|$0|

| 2023|2|$3.7M|$20,000|$0|

| 2022|2|$3.3M|$20,000|$0|

## Similar Plans

- [Jerry Martillotti & Associates](https://planprovider.pro/companies/jerry-martillotti-associates-plan) — 2 participants

- [William R. Bunt](https://planprovider.pro/companies/william-r-bunt-plan) — 2 participants

- [Morrow, Tompkins, Trueblood & Lefevre, LLC](https://planprovider.pro/companies/morrow-tompkins-trueblood-lefevre-llc-401k-plan) — 2 participants

- [Law Office Of David J. Berney, P.C](https://planprovider.pro/companies/law-office-of-david-j-berney-p-c-plan) — 2 participants

- [Patsy A. Iezzi, Jr., P.C.](https://planprovider.pro/companies/patsy-a-iezzi-jr-p-c-plan) — 2 participants

- [Robert Land, P.C.](https://planprovider.pro/companies/robert-land-p-c-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/joseph-a-walheim-associates-plan)

© 2026 PlanProvider.Pro