Warren Properties, Inc. Profit Sharing & Savings Plan
Sponsored by Warren Properties, Inc. · EIN 330450200 · Plan #002 · Rancho Santa Fe, CA
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 119
- With balances
- 202
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 |
|---|---|---|
| Investment advisory (participants) | $30,066 | |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $125 |