Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
WARNER LARSON, INC.
EIN 04-2640848Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
25
130 WEST BROADWAY - BOSTON, MA 02127617-464-1440
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 25 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WARNER LARSON, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$2.4M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WARNER LARSON, INC. CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WARNER LARSON, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $2.4M | 17 | 2024 | |
| 002 | WARNER LARSON, INC. CASH BALANCE PLAN | CashBalance | $1.0M | 8 | 2024 |
Retirement plans