Warren Averett Companies, Llc 401(k) Plan: Login, Facts & Contact Information

Warren Averett Companies, Llc 401(k) Plan Facts

Plan name
WARREN AVERETT COMPANIES, LLC PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WARREN AVERETT COMPANIES, LLC
Participants
1,127 (703 active employees)
Former employees with a balance
351
Plan assets
$195,867,875 at Dec 31, 2024
Average account balance
$186,363 across 1,051 accounts
Employer contributions
$3,756,101 in plan year 2024 (37% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Aug 1, 2012
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 6, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.3 million went into the plan in contributions, $3.76 million of it from the employer (37%).
  • $16.3 million was paid out to participants.
  • Investment and other income added $25.3 million.
  • Administrative expenses were $14,533, about $14 per account.

How the Warren Averett Companies, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,047$129.5 million$3.22 million$5.38 million
20201,095$151.4 million$3.24 million$5.08 million
20211,056$176.6 million$0$5.91 million
20221,100$147.7 million$3.67 million$13.4 million
20231,133$176.5 million$3.45 million$6.06 million
20241,127$195.9 million$3.76 million$16.3 million

Warren Averett Companies, Llc 401(k) Contact Information

Phone
205-979-4100
Mailing address
2500 ACTON ROAD, BIRMINGHAM AL 35243
Plan sponsor
WARREN AVERETT COMPANIES, LLC
Employer identification number (EIN)
45-4084397
Plan number
004

Questions about the Warren Averett Companies, Llc 401(k)

Does Warren Averett Companies, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.76 million, 37% of all contributions.

Does the Warren Averett Companies, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Warren Averett Companies, Llc 401(k) plan?

1,127 participants at the start of plan year 2024, 703 of them active employees, and 351 former employees who still had money in the plan.

What is the average 401(k) balance at Warren Averett Companies, Llc?

About $186,363 per account: $195.9 million in plan assets across 1,051 accounts with a balance at the end of plan year 2024.

Who manages the Warren Averett Companies, Llc 401(k) accounts?

WARREN AVERETT BENEFIT CONSULTANTS is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Warren Averett Companies, Llc. How do I access my 401(k)?

Your account stays with WARREN AVERETT BENEFIT CONSULTANTS after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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