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Original filing (PDF)20231016174141NAL0077478050001

WILLIAM WARREN PROPERTIES, INC.

Form 5500
FILING_RECEIVED
WILLIAM WARREN GROUP SAVINGS PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM WARREN PROPERTIES, INC..
Plan sponsor
Name
WILLIAM WARREN PROPERTIES, INC.
EIN
33-0888290
Address
201 WILSHIRE BOULEVARD · SUITE 102 · SANTA MONICA, CA · 90401
Phone
(424) 832-1784
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GGF LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

3 rows
Recordkeeper
2
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745—RECORD KEEPER$25K—
ADP BROKER-DEALER22-3319984—RECORD KEEPER$0—
Other
1
NameEINLocationRelationDirect compIndirect comp
GLOBAL RETIREMENT PARTNERS47-1411118—INVESTMENT/FINANCIAL ADVI$19K—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

InvestmentTypeCurrent value% of plan
METLIFE STABLE VALUE J
WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094
Common Collective Trust
$0—

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