How big is Warson Group Inc.'s plan?

Warson Group Inc.'s plan reported $13.1M in assets and 127 participants for 2024.

Original filing (PDF)20250430091347NAL0001699905001

Warson Group Inc.

Name: Warson Group Inc. — Warson Group Inc. 401(k) Profit, Form 5500 (2024)
Creator: Warson Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Warson Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Warson Group Inc.'s Warson Group Inc. 401(k) Profit Sharing Plan & Trust held $13.1M in plan assets for 127 participants in 2024.

Signals · 1

No auditor on file

Active participants

127

Accounts w/ balance

135

Plan assets (EOY)

$13.1M

Net assets (EOY)

$13.1M

People on this filing

Stephen R. Everding signed Warson Group Inc.'s 2024 Form 5500 as plan administrator.

Stephen R. Everding — 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

Warson Group Inc.'s EIN is 43-1487460.

EIN 43-1487460

Plan number 001

Plan year 2024

ACK ID 20250430091347NAL0001699905001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Warson Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Warson Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WARSON GROUP INC.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score