Original filing (PDF)20250716070610NAL0006250082001

WAGNER & BLOCH

Name: WAGNER & BLOCH — WAGNER & BLOCH SELF-EMPLOYED RETIREMENT PLAN, Form 5500 (2024)
Creator: WAGNER & BLOCH

Form 5500-SF

FILING_RECEIVED

WAGNER & BLOCH SELF-EMPLOYED RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$447K

Net assets (EOY)

$447K

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.

Decision-maker contacts

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

Plan sponsor

Name

WAGNER & BLOCH

EIN

46-4540592all filings

Address

9000 PLAINFIELD RD STE A · CINCINNATI, OH · 45236

Phone

(513) 751-4420

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

ANDREONI LAW GROUP, PC

GLENN J ANDREONI LAW OFFICE RETIREMENT PLAN TRUST

$447K · 6 participants

JOHN F. SCHUTZ PL

JOHN F. SCHUTZ PL 401(K) PLAN

$447K · 5 participants

SPAETH & SPAETH LLP

SPAETH & SPAETH LLP 401(K) PLAN

$447K · 1 participants

MUHAREB LAW GROUP DEFINED BENEFIT PLAN

$447K · 5 participants

BURGESS AND SWEENEY LAW, PC

BURGESS AND SWEENEY LAW, PC 401(K) PLAN

$447K · 6 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.