How big is The Warren Group, LLC's plan?

The Warren Group, LLC's plan reported $663K in assets and 14 participants for 2024.

Original filing (PDF)20250606144445NAL0009260579001

The Warren Group, LLC

Name: The Warren Group, LLC — The Warren Group, LLC 401(k), Form 5500 (2024)
Creator: The Warren Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Warren Group, LLC 401(k) Plan

401(k) retirement plan · The Warren Group, LLC's The Warren Group, LLC 401(k) Plan held $663K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$663K

Net assets (EOY)

$663K

People on this filing

Shirley Horner signed The Warren Group, LLC'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

The Warren Group, LLC's EIN is 82-5154618.

EIN 82-5154618

Plan number 001

Plan year 2024

ACK ID 20250606144445NAL0009260579001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Warren Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Warren Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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