Original filing (PDF)20241003115735NAL0005694627001

Brian Wagner Agency, Inc.

Name: Brian Wagner Agency, Inc. — Brian Wagner Agency, Form 5500 (2023)
Creator: Brian Wagner Agency, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brian Wagner Agency, Inc. 401(k) Plan

401(k) retirement plan · Brian Wagner Agency, Inc.'s Brian Wagner Agency, Inc. 401(k) Plan held $411K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$411K

Net assets (EOY)

$411K

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 average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BRIAN WAGNER AGENCY, INC.

EIN

all filings

Address

204 W VERONA AVE · VERONA, WI · 53593

Phone

(608) 845-8304

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