How big is Charles Warner & Co., Inc.'s plan?

Charles Warner & Co., Inc.'s plan reported $153K in assets and 6 participants for 2025.

Original filing (PDF)20260428114357NAL0020818210001

Charles Warner & Co., Inc.

Name: Charles Warner & Co., Inc. — Charles Warner & Co., Form 5500 (2025)
Creator: Charles Warner & Co., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Charles Warner & Co., Inc. Profit Sharing Plan

Defined-contribution retirement plan · Charles Warner & Co., Inc.'s Charles Warner & Co., Inc. Profit Sharing Plan held $153K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$153K

Net assets (EOY)

$153K

People on this filing

Charles Warner signed Charles Warner & Co., Inc.'s 2025 Form 5500 as plan administrator.

Charles 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

Charles Warner & Co., Inc.'s EIN is 57-1013761.

EIN 57-1013761

Plan number 001

Plan year 2025

ACK ID 20260428114357NAL0020818210001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charles Warner & Co., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charles Warner & Co., Inc.'s plan includes profit-sharing.

Decision-maker contacts

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

Finding similar companies…

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