How big is Wagner Financial Services Inc.'s plan?

Wagner Financial Services Inc.'s plan reported $591K in assets and 14 participants for 2024.

Original filing (PDF)20251009145633NAL0015857890001

Wagner Financial Services Inc.

Name: Wagner Financial Services Inc. — Wagner Financial, Form 5500 (2024)
Creator: Wagner Financial Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wagner Financial 401(k) Plan

401(k) retirement plan · Wagner Financial Services Inc.'s Wagner Financial 401(k) Plan held $591K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$591K

Net assets (EOY)

$591K

People on this filing

ERIN Wagner Dinero signed Wagner Financial Services Inc.'s 2024 Form 5500 as plan administrator.

ERIN Wagner Dinero — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wagner Financial Services Inc.'s EIN is 56-1608607.

EIN 56-1608607

Plan number 001

Plan year 2024

ACK ID 20251009145633NAL0015857890001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wagner Financial Services Inc.'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 FINANCIAL SERVICES INC..

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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