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  2. K A WAGGONER, LLC D/B/A KWK MANAGEMENT GROUP, LLC
Sponsor portfolio

K A WAGGONER, LLC D/B/A KWK MANAGEMENT GROUP, LLC

EIN 47-2392477-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
6
10912 EAST CR 750 NORTH - BROWNSBURG, IN 46112317-213-3876
Plans on this EIN
2 filings
#001401k-$2.7M - 3 part#002CashBalance-$983K - 3 part

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • WAGGONER LLC 401(K) (#001)74%
  • CASH BALANCE PENSION (#002)26%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WAGGONER LLC 401(K) (#001)3
  • CASH BALANCE PENSION (#002)3
Total 6Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

K A WAGGONER LLC 401(K) PLAN

401k

Assets$2.7M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KA WAGGONER, LLC DBA KWK MANAGEMENT GROUP, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$983K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001K A WAGGONER LLC 401(K) PLAN401k$2.7M32025
002KA WAGGONER, LLC DBA KWK MANAGEMENT GROUP, LLC CASH BALANCE PENSION PLANCashBalance$983K32024
Retirement plans
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