Original filing (PDF)20250509135625NAL0020066432001

DANIEL H. WAGNER, ASSOCIATES, INCORPORATED

Name: DANIEL H. WAGNER, ASSOCIATES, INCORPORATED — DANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN, Form 5500 (2024)
Creator: DANIEL H. WAGNER, ASSOCIATES, INCORPORATED

Form 5500-SF

FILING_RECEIVED

DANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$52.0M

Net assets (EOY)

$52.0M

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 DANIEL H. WAGNER, ASSOCIATES, INCORPORATED.

Plan sponsor

Name

DANIEL H. WAGNER, ASSOCIATES, INCORPORATED

EIN

23-1677707

Address

559 WEST UWCHLAN AVE. · SUITE 140 · EXTON, PA · 19341

Phone

(610) 280-3830

Industry

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

2025-05-09

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

BIOIVT, LLC

BIOIVT, LLC RETIREMENT PLAN

$52.1M · 520 participants

RADIUS HEALTH, INC.

RADIUS HEALTH, INC. 401(K) PLAN

$52.2M · 234 participants

LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION

LUNDQUIST INSTITUTE FOR BIOMEDICAL INNOVATION AT HARBOR-UCLA MEDICAL CENTER 403(B) PART-TIME FACULTY RETIREMENT PLAN

$51.2M · 123 participants

THERM-O-DISC, INC

SENSIENCE RETIREMENT AND SAVINGS PLAN

$53.1M · 134 participants

J. CRAIG VENTER INSTITUTE, INC.

J. CRAIG VENTER INSTITUTE, INC. 401(K) PLAN