How big is Warner Summers Inc.'s plan?

Warner Summers Inc.'s plan reported $3.6M in assets and 9 participants for 2024.

Original filing (PDF)20250521105916NAL0003076368001

Warner Summers Inc.

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

Form 5500-SF

FILING_RECEIVED

Warner Summers Inc. 401(k) Plan

401(k) retirement plan · Warner Summers Inc.'s Warner Summers Inc. 401(k) Plan held $3.6M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Kristi Mundt signed Warner Summers Inc.'s 2024 Form 5500 as plan administrator.

Kristi Mundt — 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 Summers Inc.'s EIN is 58-2046860.

EIN 58-2046860

Plan number 002

Plan year 2024

ACK ID 20250521105916NAL0003076368001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Warner Summers Inc.'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 (90th percentile).

Plan sponsor

Name

WARNER SUMMERS INC.

EIN

all filings

Address

1550 SOUTHLAND CIR NW STE 100 · ATLANTA, GA · 30318

Phone

(404) 351-6075

Industry

Professional & Technical Services

Plan administrator