Warren Equipment Company 401(k) Retirement And Savings Plan
Sponsored by Warren Equipment Company · EIN 752351267 · Plan #002
- Total assets
- $239M
- Net assets
- $239M
- Active participants
- 2,372
- With balances
- 3,005
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bokf, N.A. | Custodial (securities), Investment management fees (indirect), Shareholder servicing fees | $313,461 |
| Cook Street Consulting, Inc. | Investment advisory (plan) | $84,607 |
| Whitley Penn Llp | Accounting | $3,605 |
| Cowen And Company Llc | Securities brokerage commissions | $0 |