How big is James Wagman Architect, LLC's plan?

James Wagman Architect, LLC's plan reported $364K in assets and 3 participants for 2024.

Original filing (PDF)20250702150932NAL0020016112007

James Wagman Architect, LLC

Name: James Wagman Architect, LLC — James Wagman, Form 5500 (2024)
Creator: James Wagman Architect, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Wagman Architect, LLC 401(k) Plan

401(k) retirement plan · James Wagman Architect, LLC's James Wagman Architect, LLC 401(k) Plan held $364K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$364K

Net assets (EOY)

$364K

Plan identifiers

James Wagman Architect, LLC's EIN is 52-2142496.

EIN 52-2142496

Plan number 001

Plan year 2024

ACK ID 20250702150932NAL0020016112007

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James Wagman Architect, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James Wagman Architect, LLC'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 JAMES WAGMAN ARCHITECT, 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 (99th percentile).

Plan sponsor

Name

JAMES WAGMAN ARCHITECT, LLC

EIN

all filings

Address

277 BROADWAY SUITE 1201 · NEW YORK, NY · 10007

Phone

(212) 337-9649

Industry

Professional & Technical Services

Plan administrator