How big is Warner and Warner, PLLC's plan?

Warner and Warner, PLLC's plan reported $2.9M in assets and 7 participants for 2024.

Original filing (PDF)20250722175708NAL0006856370001

Warner and Warner, PLLC

Name: Warner and Warner, PLLC — Warner and Warner, Form 5500 (2024)
Creator: Warner and Warner, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Warner and Warner, P.L.L.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Warner and Warner, PLLC's Warner and Warner, P.L.L.C. 401(k) Profit Sharing Plan held $2.9M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Warner and Warner, PLLC's EIN is 91-1905341.

EIN 91-1905341

Plan number 001

Plan year 2024

ACK ID 20250722175708NAL0006856370001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Warner and Warner, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Warner and Warner, PLLC'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 WARNER AND WARNER, PLLC.

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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