How big is Wagners CFT LLC's plan?

Wagners CFT LLC's plan reported $147K in assets and 17 participants for 2024.

Original filing (PDF)20250804102319NAL0003228146001

Wagners CFT LLC

Name: Wagners CFT LLC — Wagners CFT LLC 401(k) Profit, Form 5500 (2024)
Creator: Wagners CFT LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wagners CFT LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wagners CFT LLC's Wagners CFT LLC 401(k) Profit Sharing Plan & Trust held $147K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

People on this filing

Edward Rojas signed Wagners CFT LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

Wagners CFT LLC's EIN is 36-4902068.

EIN 36-4902068

Plan number 001

Plan year 2024

ACK ID 20250804102319NAL0003228146001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wagners CFT LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wagners CFT LLC'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 WAGNERS CFT LLC.

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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 (94th percentile).

Plan sponsor

Name

WAGNERS CFT LLC

EIN

all filings

Address

5004 E FOWLER AVE STE C355 · TAMPA, FL · 336172181

Phone

(585) 218-6966

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator