# Joe Warren & Sons Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/joe-warren-sons-co-inc-401k-plan

> Joe Warren & Sons Co., INC.'s 401(k) plan: 103 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Joe Warren & Sons Co., INC.

- **Sponsor EIN:** 043141540

- **Sponsor Address:** 50 KERRY PLACE, NORWOOD, MA, 02062

- **Plan Type:** 401(k)

- **Total Participants:** 103

- **Total Assets:** $8.6M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|103|$8.6M|$248,750|$612,615|

| 2023|102|$6.9M|$101,261|$249,925|

| 2022|91|$6.3M|$185,989|$435,389|

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