How big is Warren Lotas Retail LLC's plan?

Warren Lotas Retail LLC's plan reported $19K in assets and 5 participants for 2024.

Original filing (PDF)20250710143932NAL0009305216001

Warren Lotas Retail LLC

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

Form 5500-SF

FILING_RECEIVED

Warren Lotas Retail LLC 401(k) Plan

401(k) retirement plan · Warren Lotas Retail LLC's Warren Lotas Retail LLC 401(k) Plan held $19K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

People on this filing

Whitney Moore signed Warren Lotas Retail 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 Retail LLC's EIN is 87-4828931.

EIN 87-4828931

Plan number 001

Plan year 2024

ACK ID 20250710143932NAL0009305216001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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