R.E. Warner & Associates Employees' Retirement Trust And Plan
Sponsored by R.E. Warner & Associates · EIN 341860815 · Plan #002
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 200
- With balances
- 222
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 |
|---|---|---|
| Peak Wealth Solutions, Inc. CRD 127391 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Peak Wealth Solutions Inc | Investment advisory (plan) | $28,394 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |