Plan Snapshot
- Plan Sponsor: George E. Warren LLC
- Sponsor EIN: 041947720
- Sponsor Address: 3001 OCEAN DRIVE, VERO BEACH, FL, 32963
- Plan Type: 401(k)
- Total Participants: 51
- Total Assets: $37.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 51 | $37.6M | $1.4M | $663,590 |
| 2023 | 52 | $31.9M | $1.2M | $598,976 |
| 2022 | 52 | $27.3M | $1.2M | $610,518 |