What public Form 5500 filings show about the Warren Averett Companies, LLC 401(k) plan — and how to find and check your own account.
Warren Averett Companies, LLC (EIN 45-4084397) reports WARREN AVERETT COMPANIES, LLC PROFIT SHARING PLAN on its most recent Form 5500, with $195.9M in plan assets across 703 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Warren Averett Companies, LLC filing — schedules, fees, and providers.
Warren Averett Companies, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Warren Averett Companies, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BLUE CROSS AND BLUE SHIELD ALABAMA, WAVERLY ADVISORS.
