R. W. Warner, Inc. Profit Sharing And 401(k) Plan
Sponsored by R. W. Warner, Inc. · EIN 520846460 · Plan #001
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 239
- With balances
- 281
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $44,925 |
| Nwps | Participant loan processing, Direct payment from the plan, Sub-transfer agency fees | $27,327 |
| Ellin And Tucker | Accounting, Direct payment from the plan | $17,500 |