What public Form 5500 filings show about the Wagman, Inc. 401(k) plan — and how to find and check your own account.
Wagman, Inc. (EIN 23-2200489) reports THE PROFIT SHARING AND RETIREMENT PLAN OF WAGMAN, INC. on its most recent Form 5500, with $93.5M in plan assets across 576 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 Wagman, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is T. Rowe Price, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Wagman, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UNITED CONCORDIA, EPLS, MCKONLY & ASBURY, MAZZITTI & SULLIVAN COUNSELING SERV, HEALTHNOW ADMINISTRATIVE SERVICES, HEALTH EQUITY.
