How big is Wagner McLaughlin, & Whittemore, PA's plan?

Wagner McLaughlin, & Whittemore, PA's plan reported $13.2M in assets and 12 participants for 2024.

Original filing (PDF)20250717113404NAL0000077139001

Wagner McLaughlin, & Whittemore, PA

Name: Wagner McLaughlin, & Whittemore, PA — Wagner McLaugh, Form 5500 (2024)
Creator: Wagner McLaughlin, & Whittemore, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wagner McLaughlin & Whittemore, PA Profit Sharing Plan

401(k) retirement plan · Wagner McLaughlin, & Whittemore, PA's Wagner McLaughlin & Whittemore, PA Profit Sharing Plan held $13.2M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.2M

Net assets (EOY)

$13.2M

Plan identifiers

Wagner McLaughlin, & Whittemore, PA's EIN is 59-1286038.

EIN 59-1286038

Plan number 001

Plan year 2024

ACK ID 20250717113404NAL0000077139001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wagner McLaughlin, & Whittemore, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wagner McLaughlin, & Whittemore, PA's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), 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 WAGNER MCLAUGHLIN, & WHITTEMORE, PA.

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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 average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

WAGNER MCLAUGHLIN, & WHITTEMORE, PA

EIN

all filings

Address

601 BAYSHORE BLVD., SUITE 910 · TAMPA, FL · 33606

Phone

(813) 225-4000

Industry

Law Offices· Professional & Technical Services

Plan administrator