Original filing (PDF)20240715111258NAL0003307890001

R. EARL WARREN, PA

Name: R. EARL WARREN, PA — WARREN, PA, R. EARL, Form 5500 (2023)
Creator: R. EARL WARREN, PA

Form 5500-SF

FILING_RECEIVED

WARREN, PA, R. EARL

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$269K

Net assets (EOY)

$269K

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 average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for R. EARL WARREN, PA.

Plan sponsor

Name

R. EARL WARREN, PA

EIN

59-1982669all filings

Address

1148 N LIGHTNING PL · MERIDIAN, ID · 83642

Phone

(941) 474-7768

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-15

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2C · Money purchase (other than target benefit)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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