Original filing (PDF)20250801102514NAL0006145985001

THE WAGNER LAW GROUP

Name: THE WAGNER LAW GROUP — THE WAGNER LAW GROUP PROFIT SHARING/401(K) PLAN, Form 5500 (2024)
Creator: THE WAGNER LAW GROUP

Form 5500-SF

FILING_RECEIVED

THE WAGNER LAW GROUP PROFIT SHARING/401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$20.5M

Net assets (EOY)

$20.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE WAGNER LAW GROUP.

Plan sponsor

Name

THE WAGNER LAW GROUP

EIN

04-3323315

Address

SUITE 3610 · BOSTON, MA · 02111

Phone

(617) 357-5200

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

FERGUSON CASE ORR PATERSON LLP

FERGUSON CASE ORR PATERSON LLP 401(K) PROFIT SHARING PLAN

$20.5M · 51 participants

DREW, ECKL & FARNHAM, LLP

DREW, ECKL & FARNHAM 401(K) PLAN

$20.5M · 60 participants

DILLON MCCANDLESS KING COULTER & GRAHAM, LLP

DILLON MCCANDLESS KING COULTER & GRAHAM 401(K) NEW COMPARABILITY PLAN

$20.4M · 39 participants

MINTZER SAROWITZ ZERIS & WILLIS, PLLC

MINTZER, SAROWITZ, ZERIS, LEDVA & MEYERS, LLP 401(K) PLAN

$20.4M · 117 participants

THE SPENCE LAW FIRM, LLC