Original filing (PDF)20241016103046NAL0060911378001

WARNER REAL ESTATE AND AUCTION

Name: WARNER REAL ESTATE AND AUCTION — WARNER REAL ESTATE AND AUCTION INC 401K PLAN, Form 5500 (2023)
Creator: WARNER REAL ESTATE AND AUCTION

Form 5500-SF

FILING_RECEIVED

WARNER REAL ESTATE AND AUCTION INC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WARNER REAL ESTATE AND AUCTION.

Plan sponsor

Name

WARNER REAL ESTATE AND AUCTION

EIN

22-3326770

Address

53 EAST AVENUE · WOODSTOWN, NJ · 08098

Phone

(856) 769-4111

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-16

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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