Plan Snapshot
- Plan Sponsor: Warren Industries, INC.
- Sponsor EIN: 382627095
- Sponsor Address: 22805 INTERSTATE DRIVE, CLINTON TOWNSHIP, MI, 48035
- Plan Type: 401(k)
- Plan Number: 502
- Total Participants: 72
- Total Assets: $63,899
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 72 | $63,899 | $1.2M | $354,710 |
| 2023 | 83 | $110,374 | $882,533 | $299,067 |
| 2022 | 81 | $111,840 | $856,594 | $279,343 |
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 |
|---|---|---|---|---|
| CIA (HILB) | Investment Advisor | $35,680 | — | $35,680 |
| MERITAIN HEALTH | Other Service Provider | $32,096 | — | $32,096 |
| THE BENECON GROUP | Investment Advisor | $22,791 | — | $22,791 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,567
- Estimated Expense Ratio: 141.735% 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 | $1,572,783 | — | — | — | — |
| 2023 | $1,211,653 | — | — | — | — |
| 2022 | $1,104,787 | — | — | — | — |