Original filing (PDF)20250821104013NAL0002032627001

WAGNER INDUSTRIES, INC.

Name: WAGNER INDUSTRIES, INC. — CAROLINA QUALITY WAGNER 401(K) PLAN, Form 5500 (2024)
Creator: WAGNER INDUSTRIES, INC.

Form 5500-SF

FILING_RECEIVED

CAROLINA QUALITY WAGNER 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

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 WAGNER INDUSTRIES, INC..

Plan sponsor

Name

WAGNER INDUSTRIES, INC.

EIN

31-1513585

Address

651 PERIMETER DRIVE, #520 · CORPORATE OFFICE · LEXINGTON, KY · 40517

Phone

(859) 268-0038

Industry

Manufacturingsee 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

2025-08-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

GROSSE STEEL CO., INC.

GROSSE STEEL CO. , INC. CASH OR DEFERRED PROFIT SHARING PLAN

$4.0M · 16 participants

BADGER SHEET METAL WORKS OF GREEN BAY, LLC

BADGER SHEET METAL 401(K) PLAN AND TRUST

$4.0M · 95 participants

THE VICTOR GROUP, INC. DBA FRALO INDUSTRIES

FRALO INDUSTRIES 401(K) PROFIT SHARING PLAN

$4.0M · 59 participants

PD INNOVATIVE, LLC DBA BECKWOOD PRESS

BECKWOOD PRESS 401(K) PLAN

$4.1M · 70 participants

MISCELLANEOUS METALS, INC.