How big is Derek C Warner Insurance Agenc's plan?

Derek C Warner Insurance Agenc's plan reported $207K in assets and 2 participants for 2025.

Original filing (PDF)20260420094857NAL0002242208001

Derek C Warner Insurance Agenc

Name: Derek C Warner Insurance Agenc — Derek C Warner, Form 5500 (2025)
Creator: Derek C Warner Insurance Agenc
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Derek C Warner Insurance Agenc 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Derek C Warner Insurance Agenc's Derek C Warner Insurance Agenc 401(k) Profit Sharing Plan & Trust held $207K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$207K

Net assets (EOY)

$207K

People on this filing

Derek C Warner signed Derek C Warner Insurance Agenc's 2025 Form 5500 as plan administrator.

Derek C Warner — 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

Derek C Warner Insurance Agenc's EIN is 34-1903299.

EIN 34-1903299

Plan number 001

Plan year 2025

ACK ID 20260420094857NAL0002242208001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Derek C Warner Insurance Agenc from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Derek C Warner Insurance Agenc'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 DEREK C WARNER INSURANCE AGENC.

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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