Plan Snapshot
- Plan Sponsor: Warren Properties, INC.
- Sponsor EIN: 330450200
- Sponsor Address: PO BOX 915, RANCHO SANTA FE, CA, 92067
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $11.3M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 119 | $11.3M | $156,827 | $375,792 |
| 2023 | 99 | $10.4M | $152,432 | $347,325 |
| 2022 | 95 | $8.9M | $133,770 | $303,665 |
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 |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $31,807 | $1,616 | — | — | — |
| 2023 | $34,266 | $1,143 | — | — | — |
| 2022 | $33,517 | $2,307 | — | — | — |