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

Form 5500-SF

FILING_RECEIVED

THE WAGNER FIRM PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$116K

Net assets (EOY)

$116K

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

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 THE WAGNER FIRM.

Plan sponsor

Name

THE WAGNER FIRM

EIN

92-1668957all filings

Address

3039 NW WINSLOW DRIVE · BEND, OR · 97703

Phone

(360) 481-5107

Industry

Law Offices· Professional & Technical Servicessee 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

2025-07-18

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

ENO, MARTIN & DONAHUE, LLP

$116K · 2 participants

ROBERT J. CUSTIS PC

ROBERT J. CUSTIS PC 401K PROFIT SHARING PLAN

$116K · 3 participants

SARIEH LAW OFFICES ALC

SARIEH LAW OFFICES 401(K)

$116K · 6 participants

GEARHART LAW GROUP, LLC

GEARHART LAW GROUP, LLC 401(K) PLAN

$116K · 2 participants

KIND LAW, LLC

KIND LAW LLC 401(K) PLAN

$116K · 3 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.