· 2022–2024 · DOL EFAST2

Wagner Insurance Agency — Wagner Insurance Agency, Form 5500 (2024)

Original filing (PDF)20250423163812NAL0013749762001

Wagner Insurance Agency

Form 5500-SF

FILING_RECEIVED

Wagner Insurance Agency 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wagner Insurance Agency's Wagner Insurance Agency 401(k) Profit Sharing Plan & Trust held $147K in plan assets for 4 participants in 2024.

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

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

75

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

WAGNER INSURANCE AGENCY

EIN

Address

100 E SUNSET DR STE 110 · WAUKESHA, WI · 53189

Phone

(414) 881-6422

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2025-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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