# R. W. Warner, INC. 401(k) Plan
Source: https://planprovider.pro/companies/r-w-warner-inc-401k-plan

> R. W. Warner, INC.'s 401(k) plan: 239 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** R. W. Warner, INC.

- **Sponsor EIN:** 520846460

- **Sponsor Address:** 217 MONROE AVE, FREDERICK, MD, 21701

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

- **Total Participants:** 239

- **Total Assets:** $10.1M

## 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|239|$10.1M|$50,000|$736,363|

| 2023|270|$8.8M|$45,797|$688,879|

| 2022|276|$7.7M|$45,357|$677,604|

## 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|

| ELLIN & TUCKER, CHARTERED|Auditor|$17,500|—|$17,500|

### Verified Provider Profiles

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

- [ELLIN & TUCKER, CHARTERED](https://planprovider.pro/provider/ellin-and-tucker-chartered) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $17,500

- **Estimated Expense Ratio:** 0.173% 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|$90,252|$44,925|—|$17,500|—|

| 2023|$47,400|$8,011|—|$14,000|—|

| 2022|$73,637|$34,675|—|—|$38,962|

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