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  1. Companies/
  2. Wagner & Hasson Insurance Services LLC

Filings through Oct 24, 2026.

Wagner & Hasson Insurance Services LLC

EIN 27-0728718-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$486K assets
Health & Benefits
0
Participants
7
5760 LINDERO CANYON RD - WESTLAKE VILLAGE, CA 91362
Plans on this EIN
1 filing
#001401(k)-$486K - 7 part

Plan summaries

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

Retirement#001

WHINS INSURANCE AGENCY 401(K) PLAN

401(k)

Assets$486K
Participants7
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
#001WHINS INSURANCE AGENCY 401(K) PLAN401(k)$486K72025
  • WHINS INSURANCE AGENCY 401(K) PLAN$486K
    #001 · 401(k) · 20257
Retirement plans
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