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  1. Companies/
  2. Daniel H. Wagner, Associates, Incorporated

Filings through Oct 24, 2026.

Daniel H. Wagner, Associates, Incorporated

EIN 23-1677707-research-Latest filing 2025
Plans
1
Retirement
1
$60.1M assets
Health & Benefits
0
Participants
38
559 WEST UWCHLAN AVE., SUITE 140 - EXTON, PA 19341610-280-3830wagner.comLinkedIn11-50 employeesresearch
Plans on this EIN
1 filing
#001401(k)-$60.1M - 38 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

DANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN

401(k)

Assets$60.1M
Participants38
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001DANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN401(k)$60.1M382025
  • DANIEL H. WAGNER, ASSOCIATES, INCORPORATED DEFERRED COMPENSATION PLAN$60.1M
    #001 · 401(k) · 202538
Retirement plans
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