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Sponsor portfolio

GREG WARNER MD INCORPORATED

EIN 84-3747530-building materials-Latest filing 2025
Plans
2
Retirement
2
$2.4M assets
Welfare
0
Participants
9
3750 W NICHOLAS AVE - VISALIA, CA 93291559-732-0762gregwarrencomedy.comLinkedIn1-10 employeesbuilding materials
Plans on this EIN
2 filings
#001TraditionalDB-$1.4M - 7 part#002401k-$993K - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.4M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • DEFINED BENEFIT PENSION (#001)59%
  • PROFIT SHARING PLAN (#002)41%
Total $2.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)7
  • PROFIT SHARING PLAN (#002)2
Total 9Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GREG WARNER MD INCORPORATED DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$1.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

GREG WARNER MD INCORPARATED 401(K) PROFIT SHARING PLAN

401k

Assets$993K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GREG WARNER MD INCORPORATED DEFINED BENEFIT PENSION PLANTraditionalDB$1.4M72025
002GREG WARNER MD INCORPARATED 401(K) PROFIT SHARING PLAN401k$993K22025
Retirement plans
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