How big is Hagelin Spencer, LLC's plan?

Hagelin Spencer, LLC's plan reported $4.6M in assets and 18 participants for 2024.

Original filing (PDF)20250710131454NAL0006618113001

Hagelin Spencer, LLC

Name: Hagelin Spencer, LLC — Hagelin Spencer Retirement, Form 5500 (2024)
Creator: Hagelin Spencer, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hagelin Spencer Retirement Plan

401(k) retirement plan · Hagelin Spencer, LLC's Hagelin Spencer Retirement Plan held $4.6M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

DAWN Jacobs signed Hagelin Spencer, LLC's 2024 Form 5500 as plan administrator.

DAWN Jacobs — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hagelin Spencer, LLC's EIN is 16-1602361.

EIN 16-1602361

Plan number 001

Plan year 2024

ACK ID 20250710131454NAL0006618113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hagelin Spencer, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hagelin Spencer, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAGELIN SPENCER, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score