· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WAGGONER PEDIATRIC, PLC — WAGGONER PEDIATRIC, PLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013104218NAL0000493971001
WAGGONER PEDIATRIC, PLC
Form 5500-SF
FILING_RECEIVED
WAGGONER PEDIATRIC, PLC 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
10
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WAGGONER PEDIATRIC, PLC
.
Find decision makers
Plan sponsor
Name
WAGGONER PEDIATRIC, PLC
EIN
81-4439774
Address
2555 BERKSHIRE PARKWAY, SUITE A · CLIVE, IA · 50325
Phone
(515) 987-0051
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
ABES S. BAGHERI, M.D., INC.
ABES S. BAGHERI, M.D., INC. PROFIT SHARING PLAN
$3.9M · 1 participants
DAVID C. TATTAN, D.O.
DAVID C. TATTAN, D.O. PROFIT SHARING PLAN
$3.9M · 4 participants
INTERNAL MEDICINE & GERIATRICS OF HOUSTON, LLC
INTERNAL MEDICINE & GERIATRICS OF HOUSTON, LLC INCENTIVE SAVINGS TRUST
$3.9M · 8 participants
FAUQUIER PHYSICIAN MANAGEMENT SERVICES, INC.
COUNTRYSIDE FAMILY PRACTICE EMPLOYEE RETIREMENT PLAN
$3.9M · 10 participants
RICHFIELD MEDICAL GROUP, LTD
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
RICHFIELD MEDICAL GROUP, LTD 401(K) PROFIT SHARING PLAN
$3.9M · 22 participants
UNIVERSITY SPINE CENTER, P.C.
UNIVERSITY SPINE CENTER, P.C. INCENTIVE SAVINGS PLAN
$3.9M · 20 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
