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Brian Wagner Agency, Inc. 401(k) Plan

What public Form 5500 filings show about the Brian Wagner Agency, Inc. 401(k) plan — and how to find and check your own account.

Plan assets
$411K
Participants
1
Plans on file
1

The Brian Wagner Agency, Inc. 401(k) on its latest Form 5500

Brian Wagner Agency, Inc. (EIN 54-2088112) reports BRIAN WAGNER AGENCY, INC. 401(K) PLAN on its most recent Form 5500, with $411K in plan assets across 1 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Brian Wagner Agency, Inc. filing — schedules, fees, and providers.

Who runs the Brian Wagner Agency, Inc. 401(k)?

Brian Wagner Agency, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Brian Wagner Agency, Inc.HR for the recordkeeper’s name and login.

How to check your Brian Wagner Agency, Inc. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask Brian Wagner Agency, Inc. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: Brian Wagner Agency, Inc. — all Form 5500 filings (EIN 54-2088112) · Wisconsin employer EIN lookup · Form 5500 search
Brian Wagner Agency, Inc. 401(k) Plan — Form 5500