How big is Wagner Reese, LLP's plan?

Wagner Reese, LLP's plan reported $4.1M in assets and 15 participants for 2024.

Original filing (PDF)20251003100126NAL0000741939001

Wagner Reese, LLP

Name: Wagner Reese, LLP — Wagner Reese, LLP 401(k) Profit, Form 5500 (2024)
Creator: Wagner Reese, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wagner Reese, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Wagner Reese, LLP's Wagner Reese, LLP 401(k) Profit Sharing Plan held $4.1M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Stephen Wagner signed Wagner Reese, LLP's 2024 Form 5500 as plan administrator.

Stephen Wagner — 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 Reese, LLP's EIN is 35-2108776.

EIN 35-2108776

Plan number 001

Plan year 2024

ACK ID 20251003100126NAL0000741939001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wagner Reese, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 REESE, LLP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

WAGNER REESE, LLP

EIN

all filings

Address

11939 N. MERIDIAN ST. · CARMEL, IN · 46032

Phone

(317) 569-0000

Industry

Law Offices· Professional & Technical Services

Plan administrator