How big is Warren Trask Company, Inc.'s plan?

Warren Trask Company, Inc.'s plan reported $7.7M in assets and 140 participants for 2024.

Original filing (PDF)20250613164940NAL0050617314001

Warren Trask Company, Inc.

Name: Warren Trask Company, Inc. — Warren Trask Company, Form 5500 (2024)
Creator: Warren Trask Company, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Warren Trask Company 401(k) Plan

401(k) retirement plan · Warren Trask Company, Inc.'s Warren Trask Company 401(k) Plan held $7.7M in plan assets for 140 participants in 2024.

Signals · 1

No auditor on file

Active participants

140

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

People on this filing

Shirley Horner signed Warren Trask Company, Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Warren Trask Company, Inc.'s EIN is 81-0690136.

EIN 81-0690136

Plan number 002

Plan year 2024

ACK ID 20250613164940NAL0050617314001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Warren Trask Company, 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 WARREN TRASK COMPANY, INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score