How big is FREY & Wagner, CPA'S, PC's plan?

FREY & Wagner, CPA'S, PC's plan reported $2.1M in assets and 8 participants for 2024.

Original filing (PDF)20250909152234NAL0020370193001

FREY & Wagner, CPA'S, PC

Name: FREY & Wagner, CPA'S, PC — FREY & Wagner 401(k) Plan, Form 5500 (2024)
Creator: FREY & Wagner, CPA'S, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FREY & Wagner 401(k) Plan

401(k) retirement plan · FREY & Wagner, CPA'S, PC's FREY & Wagner 401(k) Plan held $2.1M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

FREY & Wagner, CPA'S, PC's EIN is 11-2819610.

EIN 11-2819610

Plan number 002

Plan year 2024

ACK ID 20250909152234NAL0020370193001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for FREY & Wagner, CPA'S, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

FREY & Wagner, CPA'S, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FREY & WAGNER, CPA'S, PC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score