Original filing (PDF)20241012100805NAL0041359760001

WARREN DOUGLAS, LP

Name: WARREN DOUGLAS, LP — WARREN DOUGLAS 401(K) PLAN, Form 5500 (2023)
Creator: WARREN DOUGLAS, LP

Form 5500-SF

FILING_RECEIVED

WARREN DOUGLAS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$880K

Net assets (EOY)

$880K

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).

Decision-maker contacts

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

Plan sponsor

Name

WARREN DOUGLAS, LP

EIN

20-0943799

Address

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

Phone

(817) 862-1400

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