Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
DOC WARNER'S ENTERPRISES, INC.
EIN 20-4126774Management of Companies and EnterprisesLatest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
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 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#002
DOC WARNER'S ENTERPRISES, INC. CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
DOC WARNER'S ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$809K
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 | |
|---|---|---|---|---|---|---|
| 002 | DOC WARNER'S ENTERPRISES, INC. CASH BALANCE PLAN | CashBalance | $1.7M | 5 | 2025 | |
| 001 | DOC WARNER'S ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $809K | 8 | 2025 |
Retirement plans