Original filing (PDF)20250210143600NAL0035222450001

GERALD J.G. WAGNER

Name: GERALD J.G. WAGNER — WAGNER CONSTRUCTION PENSION PLAN, Form 5500 (2024)
Creator: GERALD J.G. WAGNER

Form 5500-SF

FILING_RECEIVED

WAGNER CONSTRUCTION PENSION PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$471K

Net assets (EOY)

$471K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GERALD J.G. WAGNER.

Plan sponsor

Name

GERALD J.G. WAGNER

EIN

16-0995551

Address

7193 BOIES ROAD · WEST FALLS, NY · 14170

Phone

(716) 652-1483

Industry

Constructionsee 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

2025-02-10

Pension benefit codes

2C · Money purchase (other than target benefit)

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Service providers (Schedule C)

Small plans don't disclose service providers

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