Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#001)$809K
Filings through .
Doc Warner's Enterprises, Inc.
EIN 20-4126774Management of Companies and EnterprisesLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Health & Benefits
0
Participants
13
1673 TEMPLEVIEW DR - BOUNTIFUL, UT 84010801-298-8061
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 13 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
DOC WARNER'S ENTERPRISES, INC. CASH BALANCE PLAN
Cash balance
Assets$1.7M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
DOC WARNER'S ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k)
Assets$809K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | DOC WARNER'S ENTERPRISES, INC. CASH BALANCE PLAN | Cash balance | $1.7M | 5 | 2025 |
| #001 | DOC WARNER'S ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $809K | 8 | 2025 |
- #002 · Cash balance · 20255
- #001 · 401(k) · 20258
Retirement plans