The Wagner Companies Retirement Plan
Sponsored by R & B Wagner, Inc. · EIN 390910046 · Plan #003
- Total assets
- $21.7M
- Net assets
- $21.7M
- Active participants
- 138
- With balances
- 206
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Francis Investment Counsel, Llc | Investment advisory (plan), Investment advisory (participants) | $75,746 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $25,734 |