How big is The WARE Financial Group, LLC's plan?

The WARE Financial Group, LLC's plan reported $459K in assets and 3 participants for 2024.

Original filing (PDF)20251015161634NAL0006893600001

The WARE Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

The WARE Financial Group 401(k) Plan

401(k) retirement plan · The WARE Financial Group, LLC's The WARE Financial Group 401(k) Plan held $459K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$459K

Net assets (EOY)

$459K

Plan identifiers

The WARE Financial Group, LLC's EIN is 88-2823437.

EIN 88-2823437

Plan number 001

Plan year 2024

ACK ID 20251015161634NAL0006893600001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The WARE Financial Group, 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 THE WARE FINANCIAL GROUP, LLC.

Finding similar companies…

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