How big is Wagner Excavating, Inc.'s plan?

Wagner Excavating, Inc.'s plan reported $3.6M in assets and 19 participants for 2024.

Original filing (PDF)20251024093805NAL0003297280001

Wagner Excavating, Inc.

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

Form 5500-SF

FILING_RECEIVED

Wagner Excavating, Inc. 401(k) Retirement Plan

401(k) retirement plan · Wagner Excavating, Inc.'s Wagner Excavating, Inc. 401(k) Retirement Plan held $3.6M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

KIM Mertz signed Wagner Excavating, Inc.'s 2024 Form 5500 as plan administrator.

KIM Mertz — 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 Excavating, Inc.'s EIN is 39-1227210.

EIN 39-1227210

Plan number 001

Plan year 2024

ACK ID 20251024093805NAL0003297280001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wagner Excavating, Inc.'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 EXCAVATING, INC..

Finding similar companies…

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