Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE WILLIAM K. WARREN FOUNDATION
EIN 73-0609599investment managementLatest filing 2024
Plans
2
Retirement
2
$37.2M assets
Welfare
0
Participants
193
6585 S. YALE, SUITE 1040 - TULSA, OK 741368373918-492-8100LinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $37.2M assets / 193 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#333
THE WARREN EMPLOYEES' RETIREMENT PLAN
TraditionalDB
Assets$29.7M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
THE WARREN EMPLOYEES 401(K) PLAN
401k
Assets$7.4M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | THE WARREN EMPLOYEES' RETIREMENT PLAN | TraditionalDB | $29.7M | 127 | 2024 | |
| 002 | THE WARREN EMPLOYEES 401(K) PLAN | 401k | $7.4M | 66 | 2024 |
Retirement plans