Original filing (PDF)20250924103135NAL0016851426001

WARREN VILLAGE INC

Name: WARREN VILLAGE INC — WARREN VILLAGE 403(B) RETIREMENT PLAN, Form 5500 (2024)
Creator: WARREN VILLAGE INC

Form 5500-SF

FILING_RECEIVED

WARREN VILLAGE 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

106

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WARREN VILLAGE INC.

Plan sponsor

Name

WARREN VILLAGE INC

EIN

84-0644270

Address

—

Phone

(303) 320-5050

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-09-24

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

LEWIS COUNTY SENIOR CITIZENS INC

LEWIS COUNTY SENIOR CITIZENS 403(B) PLAN

$1.9M · 120 participants

ASOCIACION NACIONAL PRO PERSONAS MAYORES

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF ASOCIACION NACIONAL PRO PERSONAS MAYORES

$1.9M · 11 participants

INNOVATIVE SERVICES NW

INNOVATIVE SERVICES NW 401(K) PROFIT SHARING PLAN

$1.9M · 66 participants

COMMUNITY ACTION PROGRAM OF EVANSVILLE & VANDERBURGH COUNTY INC.

C.A.P.E. 401K EMPLOYEE SAVINGS PLAN

$1.9M · 167 participants