Filings through .
Sponsor portfolio
Wagner Insurance and Financial Serv
EIN 20-4257965Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$153K assets
Welfare
0
Participants
15
111 SOLANA ROAD, UNIT C - PONTE VEDRA BEACH, FL 32082904-525-6914
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WAGNER 401K PLAN | 401(k) | $153K | 15 | 2025 |
Retirement plans