Plan Snapshot
- Plan Sponsor: Warren Rogers Associates LLC
- Sponsor EIN: 814149768
- Sponsor Address: 5237 SUMMERLIN COMMONS BLVD STE 202, FORT MYERS, FL, 339072158
- Plan Type: 401(k)
- Total Participants: 43
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 43 | $7.9M | $160,205 | $386,048 |
| 2023 | 40 | $6.5M | $131,966 | $329,594 |
| 2022 | 36 | $5.2M | $119,648 | $308,388 |