The Warrell Corporation 401(k) Plan
Sponsored by The Warrell Corporation · EIN 232179049 · Plan #002
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 102
- With balances
- 135
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 |
|---|---|---|
| Cornerstone Advisors Asset Management, Llc CRD 138638 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cornerstone Advisors Asset Mgmnt | Investment advisory (participants) | $22,000 |
| John Hancock Life Insurance Co Usa | Recordkeeping, Investment management, Shareholder servicing fees | $900 |
| The Paragon Alliance Group Llc | Plan administrator, Recordkeeping | $720 |