Plan Snapshot
- Plan Sponsor: Warren Equipment Company
- Sponsor EIN: 752351267
- Sponsor Address: 15 SMITH ROAD, SUITE 4000, MIDLAND, TX, 79705
- Plan Type: 401(k)
- Total Participants: 2,372
- Total Assets: $238.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,372 | $238.7M | $10.1M | $13.6M |
| 2023 | 2,237 | $207.9M | $9.2M | $12.2M |
| 2022 | 1,887 | $169.7M | $7.6M | $10.2M |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | -$10,541 | — | -$10,541 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: -$10,541
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 | $387,527 | $84,607 | — | -$10,541 | — |
| 2023 | $318,320 | $80,564 | — | $32,686 | — |
| 2022 | $342,383 | $77,613 | — | — | $264,770 |