How big is Wagner Agency Inc.'s plan?

Wagner Agency Inc.'s plan reported $7.1M in assets and 21 participants for 2024.

Original filing (PDF)20250725075722NAL0008353728001

Wagner Agency Inc.

Name: Wagner Agency Inc. — Wagner Agency, Inc. Retirement, Form 5500 (2024)
Creator: Wagner Agency Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wagner Agency, Inc. Retirement Savings Plan

401(k) retirement plan · Wagner Agency Inc.'s Wagner Agency, Inc. Retirement Savings Plan held $7.1M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

Brian Caffrey signed Wagner Agency Inc.'s 2024 Form 5500 as plan administrator.

Brian Caffrey — 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 Agency Inc.'s EIN is 25-1375813.

EIN 25-1375813

Plan number 001

Plan year 2024

ACK ID 20250725075722NAL0008353728001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wagner Agency Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, 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 AGENCY INC..

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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