How big is Wanner Associates, Inc.'s plan?

Wanner Associates, Inc.'s plan reported $5.8M in assets and 13 participants for 2024.

Original filing (PDF)20250424085916NAL0007216161001

Wanner Associates, Inc.

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

Form 5500-SF

FILING_RECEIVED

Wanner Associates, Inc. Retirement Savings Plan

401(k) retirement plan · Wanner Associates, Inc.'s Wanner Associates, Inc. Retirement Savings Plan held $5.8M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.8M

Net assets (EOY)

$5.8M

Plan identifiers

Wanner Associates, Inc.'s EIN is 25-1577830.

EIN 25-1577830

Plan number 001

Plan year 2024

ACK ID 20250424085916NAL0007216161001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wanner Associates, Inc.'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 WANNER ASSOCIATES, 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