How big is Wagenmaker & Oberly, LLC's plan?

Wagenmaker & Oberly, LLC's plan reported $2.3M in assets and 19 participants for 2024.

Original filing (PDF)20251007091910NAL0002538307001

Wagenmaker & Oberly, LLC

Name: Wagenmaker & Oberly, LLC — Wagenmaker & Oberly, LLC, Form 5500 (2024)
Creator: Wagenmaker & Oberly, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wagenmaker & Oberly, LLC 401(k) Plan

Defined-contribution retirement plan · Wagenmaker & Oberly, LLC's Wagenmaker & Oberly, LLC 401(k) Plan held $2.3M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Wagenmaker & Oberly, LLC's EIN is 46-2346478.

EIN 46-2346478

Plan number 001

Plan year 2024

ACK ID 20251007091910NAL0002538307001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wagenmaker & Oberly, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wagenmaker & Oberly, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WAGENMAKER & OBERLY, 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