Wargo & Company, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Wargo & Company, INC.
  • Sponsor EIN: 133880801
  • Sponsor Address: 712 FIFTH AVENUE, 22ND FLOOR, NEW YORK, NY, 10019
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $5.3M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$5.3M$7,500$0
20232$4.8M$138,500$0
20222$4.6M$128,500$0

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