How big is W. M. WARR & SON, Inc.'s plan?

W. M. WARR & SON, Inc.'s plan reported $542K in assets and 26 participants for 2025.

Original filing (PDF)20260126123714NAL0001796673001

W. M. WARR & SON, Inc.

Name: W. M. WARR & SON, Inc. — W. M. WARR & SON, Inc., Form 5500 (2025)
Creator: W. M. WARR & SON, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

W. M. WARR & SON, Inc. 401(k) Plan

401(k) retirement plan · W. M. WARR & SON, Inc.'s W. M. WARR & SON, Inc. 401(k) Plan held $542K in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$542K

Net assets (EOY)

$542K

People on this filing

Wendi Newton signed W. M. WARR & SON, Inc.'s 2025 Form 5500 as plan administrator.

Wendi Newton — 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

W. M. WARR & SON, Inc.'s EIN is 56-1443163.

EIN 56-1443163

Plan number 002

Plan year 2025

ACK ID 20260126123714NAL0001796673001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for W. M. WARR & SON, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

W. M. WARR & SON, Inc.'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 W. M. WARR & SON, INC..

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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

Knocking points off