Assets by plan
Share of aggregate retirement assets
- PLAN & TRUST (#002)$2.7M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $3.8M assets / 25 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
401(k)
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | WARNER NEASE BOST ARCHITECTS INC PROFIT SHARING PLAN & TRUST | Profit-sharing | $2.7M | 15 | 2025 |
| #001 | WARNER NEASE BOST ARCHITECTS INC 401(K) PLAN | 401(k) | $1.0M | 10 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | WARNER-NEASE-BOST ARCHITECTS INC. SELF FUNDED MEDICAL REIMBURSEMENT PLAN | Self-funded | - | $0 | 0 | 2025 |