How big is The Wagner Firm's plan?

The Wagner Firm's plan reported $116K in assets and 2 participants for 2024.

Original filing (PDF)20250718131839NAL0001794225001

The Wagner Firm

Name: The Wagner Firm — The Wagner Firm PC 401(k) Plan, Form 5500 (2024)
Creator: The Wagner Firm
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Wagner Firm PC 401(k) Plan

401(k) retirement plan · The Wagner Firm's The Wagner Firm PC 401(k) Plan held $116K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$116K

Net assets (EOY)

$116K

People on this filing

Aaron Wagner signed The Wagner Firm's 2024 Form 5500 as plan administrator.

Aaron Wagner — 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

The Wagner Firm's EIN is 92-1668957.

EIN 92-1668957

Plan number 001

Plan year 2024

ACK ID 20250718131839NAL0001794225001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Wagner Firm from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Wagner Firm'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 THE WAGNER FIRM.

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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