# R.E. Warner & Associates 401(k) Plan
Source: https://planprovider.pro/companies/r-e-warner-associates-401k-plan

> R.E. Warner & Associates's 401(k) plan: 200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** R.E. Warner & Associates

- **Sponsor EIN:** 341860815

- **Sponsor Address:** 25000 COUNTRY CLUB BLVD SUITE 340, NORTH OLMSTED, OH, 44070

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

- **Total Participants:** 200

- **Total Assets:** $13.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|200|$13.6M|$407,254|$1.2M|

| 2023|143|$10.2M|$260,332|$820,071|

| 2022|123|$8.0M|$189,832|$595,851|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PEAK WEALTH SOLUTIONS INC|INVESTMENT ADVISOR|$28,394|—|$28,394|

| D'AMICO WAWRIN & COMPANY CPA'S|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [D'AMICO WAWRIN & COMPANY CPA'S](https://planprovider.pro/provider/damico-wawrin-and-company-cpas-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,394

- **Estimated Expense Ratio:** 0.209% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$28,394|$28,394|—|—|—|

| 2023|$25,040|$25,040|—|—|—|

| 2022|—|—|—|—|—|

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