How big is Warren Douglas, LP's plan?

Warren Douglas, LP's plan reported $880K in assets and 11 participants for 2023.

Original filing (PDF)20241012100805NAL0041359760001

Warren Douglas, LP

Name: Warren Douglas, LP — Warren Douglas 401(k) Plan, Form 5500 (2023)
Creator: Warren Douglas, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Warren Douglas 401(k) Plan

401(k) retirement plan · Warren Douglas, LP's Warren Douglas 401(k) Plan held $880K in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$880K

Net assets (EOY)

$880K

People on this filing

Douglas W. Briley signed Warren Douglas, LP's 2023 Form 5500 as plan administrator.

Douglas W. Briley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Warren Douglas, LP's EIN is 20-0943799.

EIN 20-0943799

Plan number 001

Plan year 2023

ACK ID 20241012100805NAL0041359760001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Warren Douglas, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Warren Douglas, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WARREN DOUGLAS, LP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

WARREN DOUGLAS, LP

EIN

all filings

Address

1204 WEST 7TH STREET · SUITE 100 · FT WORTH, TX · 76102

Phone

(817) 862-1400

Industry

Information / Tech / Media

Plan administrator