How big is Warren Lotas LLC's plan?

Warren Lotas LLC's plan reported $528K in assets and 23 participants for 2024.

Original filing (PDF)20250710143830NAL0009303248001

Warren Lotas LLC

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

Form 5500-SF

FILING_RECEIVED

Warren Lotas 401(k) Plan

401(k) retirement plan · Warren Lotas LLC's Warren Lotas 401(k) Plan held $528K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$528K

Net assets (EOY)

$528K

People on this filing

Whitney Moore signed Warren Lotas LLC's 2024 Form 5500 as plan administrator.

Whitney Moore — 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 Lotas LLC's EIN is 84-3040652.

EIN 84-3040652

Plan number 001

Plan year 2024

ACK ID 20250710143830NAL0009303248001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Warren Lotas LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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