# Warren Rogers Associates LLC 401(k) Plan
Source: https://planprovider.pro/companies/warren-rogers-associates-llc-401k-plan

> Warren Rogers Associates LLC's 401(k) plan: 43 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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