How big is Waggoner Group, Inc.'s plan?

Waggoner Group, Inc.'s plan reported $466K in assets and 8 participants for 2024.

Original filing (PDF)20250513084226NAL0013226467001

Waggoner Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

Waggoner Financial Group 401(k) Plan

401(k) retirement plan · Waggoner Group, Inc.'s Waggoner Financial Group 401(k) Plan held $466K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$466K

Net assets (EOY)

$466K

People on this filing

CHAD Carroll signed Waggoner Group, Inc.'s 2024 Form 5500 as plan administrator.

CHAD Carroll — 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

Waggoner Group, Inc.'s EIN is 81-1166869.

EIN 81-1166869

Plan number 001

Plan year 2024

ACK ID 20250513084226NAL0013226467001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Waggoner Group, 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 WAGGONER GROUP, 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