Cravens/Warren & Company 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Cravens/Warren & Company
  • Sponsor EIN: 760218051
  • Sponsor Address: PO BOX 41328, HOUSTON, TX, 772411328
  • Plan Type: 401(k)
  • Total Participants: 24
  • Total Assets: $5.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202524$5.9M$68,147$250,000
202420$4.7M$71,504$219,050
202320$3.8M$83,096$228,410
202220$3.1M$74,214$203,987

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