Original filing (PDF)20250703160042NAL0000462243001

VALERIE WAGNER & ASSOCIATES, LLC

Name: VALERIE WAGNER & ASSOCIATES, LLC — VALERIE WAGNER & ASSOCIATES LLC 401(K) PLAN, Form 5500 (2024)
Creator: VALERIE WAGNER & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

VALERIE WAGNER & ASSOCIATES LLC 401(K) PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

VALERIE WAGNER & ASSOCIATES, LLC

EIN

32-0101139

Address

33 S. INDIANA AVE., SUITE 106 · ENGLEWOOD, FL · 34223

Phone

(941) 475-1976

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