How big is Wagner Foundation's plan?

Wagner Foundation's plan reported $304K in assets and 7 participants for 2024.

Original filing (PDF)20250603073729NAL0007426867001

Wagner Foundation

Name: Wagner Foundation — Wagner Foundation 401(k) Profit, Form 5500 (2024)
Creator: Wagner Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wagner Foundation 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wagner Foundation's Wagner Foundation 401(k) Profit Sharing Plan & Trust held $304K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$304K

Net assets (EOY)

$304K

People on this filing

Edward Rojas signed Wagner Foundation's 2024 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wagner Foundation's EIN is 20-6079941.

EIN 20-6079941

Plan number 001

Plan year 2024

ACK ID 20250603073729NAL0007426867001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wagner Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wagner Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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