How big is Wannamaker Agency, Inc.'s plan?

Wannamaker Agency, Inc.'s plan reported $2.3M in assets and 7 participants for 2024.

Original filing (PDF)20251014125632NAL0006028050001

Wannamaker Agency, Inc.

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

Form 5500-SF

FILING_RECEIVED

Wannamaker Agency, Inc. 401(k) P/S Plan

401(k) retirement plan · Wannamaker Agency, Inc.'s Wannamaker Agency, Inc. 401(k) P/S Plan held $2.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Wannamaker Agency, Inc.'s EIN is 57-0835566.

EIN 57-0835566

Plan number 002

Plan year 2024

ACK ID 20251014125632NAL0006028050001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wannamaker Agency, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wannamaker Agency, Inc.'s plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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