Assets by plan
Share of aggregate retirement assets
Filings through .
The William K. Warren Foundation
EIN 73-0609599investment managementLatest filing 2025
Plans
2
Retirement
2
$41.9M assets
Health & Benefits
0
Participants
189
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $41.9M assets / 189 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#333
THE WARREN EMPLOYEES' RETIREMENT PLAN
Traditional DB
Assets$32.9M
Participants124
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE WARREN EMPLOYEES 401(K) PLAN
401(k)
Assets$8.9M
Participants65
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 |
|---|---|---|---|---|---|
| #333 | THE WARREN EMPLOYEES' RETIREMENT PLAN | Traditional DB | $32.9M | 124 | 2025 |
| #002 | THE WARREN EMPLOYEES 401(K) PLAN | 401(k) | $8.9M | 65 | 2025 |
- #333 · Traditional DB · 2025124
- #002 · 401(k) · 202565
Retirement plans