How big is Wegner Financial Services, LLC's plan?

Wegner Financial Services, LLC's plan reported $95K in assets and 3 participants for 2024.

Original filing (PDF)20250410090419NAL0021411857001

Wegner Financial Services, LLC

Name: Wegner Financial Services, LLC — Wegner Financial, Form 5500 (2024)
Creator: Wegner Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wegner Financial Services 401(k) Plan

401(k) retirement plan · Wegner Financial Services, LLC's Wegner Financial Services 401(k) Plan held $95K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$95K

Net assets (EOY)

$95K

People on this filing

Matthew Wegner signed Wegner Financial Services, LLC's 2024 Form 5500 as plan administrator.

Matthew Wegner — 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

Wegner Financial Services, LLC's EIN is 88-2410453.

EIN 88-2410453

Plan number 001

Plan year 2024

ACK ID 20250410090419NAL0021411857001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wegner Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wegner Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEGNER FINANCIAL SERVICES, LLC.

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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