Warner, Federico & Ryan LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Warner, Federico & Ryan LLP
  • Sponsor EIN: 043224595
  • Sponsor Address: 30 FEDERAL ST, BOSTON, MA, 02110
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 13
  • Total Assets: $4.3M

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.
202513$4.3M$80,954$170,887
202416$3.9M$116,997$170,302
202315$3.6M$40,625$155,268
202216$2.4M$59,350$84,535

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