How big is Waring Investments, Inc.'s plan?

Waring Investments, Inc.'s plan reported $3.4M in assets and 4 participants for 2024.

Original filing (PDF)20251016010316NAL0006085905001

Waring Investments, Inc.

Name: Waring Investments, Inc. — Morris Spector, M.D., Form 5500 (2024)
Creator: Waring Investments, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Morris Spector, M.D., P.A. Retirement Plan

Defined-contribution retirement plan · Waring Investments, Inc.'s Morris Spector, M.D., P.A. Retirement Plan held $3.4M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Waring Investments, Inc.'s EIN is 74-2615276.

EIN 74-2615276

Plan number 001

Plan year 2024

ACK ID 20251016010316NAL0006085905001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Waring Investments, 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 WARING INVESTMENTS, 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