How big is Wagner & Bloch's plan?

Wagner & Bloch's plan reported $447K in assets and 7 participants for 2024.

Original filing (PDF)20250716070610NAL0006250082001

Wagner & Bloch

Name: Wagner & Bloch — Wagner & Bloch Self-Employed, Form 5500 (2024)
Creator: Wagner & Bloch
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wagner & Bloch Self-Employed Retirement Plan

401(k) retirement plan · Wagner & Bloch's Wagner & Bloch Self-Employed Retirement Plan held $447K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$447K

Net assets (EOY)

$447K

Plan identifiers

Wagner & Bloch's EIN is 46-4540592.

EIN 46-4540592

Plan number 001

Plan year 2024

ACK ID 20250716070610NAL0006250082001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wagner & Bloch'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 & BLOCH.

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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