# Wagner Forest Management, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/wagner-forest-management-ltd-401k-plan

> Wagner Forest Management, Ltd.'s 401(k) plan: 28 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wagner Forest Management, Ltd.

- **Sponsor EIN:** 020342249

- **Sponsor Address:** P.O. BOX 160, LYME, NH, 03768

- **Plan Type:** 401(k)

- **Total Participants:** 28

- **Total Assets:** $18.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|28|$18.5M|$174,672|$376,049|

| 2023|31|$15.5M|$168,927|$366,023|

| 2022|29|$12.7M|$159,235|$329,251|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/wagner-forest-management-ltd-401k-plan)

© 2026 PlanProvider.Pro