Sponsor portfolio
WAGNER INSURANCE AGENCY, INC.
EIN 31-0725402insuranceLatest filing 2025
Plans
2
Retirement
1
$1.7M assets
Welfare
1
Participants
13
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WAGNER INSURANCE AGENCY, INC 401K & PROFIT SHARING PLAN
401k
Assets$1.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WAGNER INSURANCE AGENCY SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WAGNER INSURANCE AGENCY, INC 401K & PROFIT SHARING PLAN | 401k | $1.7M | 7 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WAGNER INSURANCE AGENCY SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans