The Warren Employees' Retirement Plan
Sponsored by The William K. Warren Foundation · EIN 730609599 · Plan #333
- Total assets
- $29.7M
- Net assets
- $29.7M
- Active participants
- 21
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Grant Thornton Llp | Accounting | $37,500 |
| Marsh & Mclennan Agency | Actuarial | $36,915 |
| Merrill Lynch | Investment advisory (plan) | $22,413 |