Filings through .
Sponsor portfolio
Wagner Financial Services Inc.
EIN 56-1608607Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$688K assets
Welfare
0
Participants
14
1342 WESTGATE CENTER DR - WINSTON SALEM, NC 271032933336-794-3833
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 FINANCIAL 401(K) PLAN | 401(k) | $688K | 14 | 2025 |
Retirement plans