How big is WARE Capital, LLC's plan?

WARE Capital, LLC's plan reported $34K in assets and 8 participants for 2024.

Original filing (PDF)20250905142340NAL0017228193001

WARE Capital, LLC

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

Form 5500-SF

FILING_RECEIVED

WARE Capital, LLC 401(k) Retirement Plan

401(k) retirement plan · WARE Capital, LLC's WARE Capital, LLC 401(k) Retirement Plan held $34K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

People on this filing

Katie Carpenter signed WARE Capital, LLC's 2024 Form 5500 as plan administrator.

Katie Carpenter — 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

WARE Capital, LLC's EIN is 88-2061002.

EIN 88-2061002

Plan number 001

Plan year 2024

ACK ID 20250905142340NAL0017228193001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

WARE Capital, LLC'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 WARE CAPITAL, 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

Knocking points off