How big is James D Warren's plan?

James D Warren's plan reported $29K in assets and 6 participants for 2025.

Original filing (PDF)20260426143612NAL0007437121001

James D Warren

Name: James D Warren — James D Warren 401(k) Profit, Form 5500 (2025)
Creator: James D Warren
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James D Warren 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · James D Warren's James D Warren 401(k) Profit Sharing Plan & Trust held $29K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$29K

Net assets (EOY)

$29K

People on this filing

JERI Allen signed James D Warren's 2025 Form 5500 as plan administrator.

JERI Allen — 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

James D Warren's EIN is 94-2988184.

EIN 94-2988184

Plan number 001

Plan year 2025

ACK ID 20260426143612NAL0007437121001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for James D Warren from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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