How big is Warner & Company LLC's plan?

Warner & Company LLC's plan reported $1.8M in assets and 5 participants for 2024.

Original filing (PDF)20251013094352NAL0001050817001

Warner & Company LLC

Name: Warner & Company LLC — Warner & Company LLC 401(k), Form 5500 (2024)
Creator: Warner & Company LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Warner & Company LLC 401(k) Plan

401(k) retirement plan · Warner & Company LLC's Warner & Company LLC 401(k) Plan held $1.8M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

George F Warner signed Warner & Company LLC's 2024 Form 5500 as plan administrator.

George F 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

Warner & Company LLC's EIN is 47-2154754.

EIN 47-2154754

Plan number 001

Plan year 2024

ACK ID 20251013094352NAL0001050817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Warner & Company LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Warner & Company LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

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 (86th percentile).

Plan sponsor

Name

WARNER & COMPANY LLC

EIN

all filings

Address

67 CEDAR STREET · SUITE 103 · PROVIDENCE, RI · 02903

Phone

(401) 287-7115

Industry

CPA Offices· Professional & Technical Services

Plan administrator