· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HAGAN & ASSOCIATES — HAGAN & ASSOCIATES PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250426131250NAL0016720624001
HAGAN & ASSOCIATES
Form 5500-SF
FILING_RECEIVED
HAGAN & ASSOCIATES PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HAGAN & ASSOCIATES
.
Find decision makers
Plan sponsor
Name
HAGAN & ASSOCIATES
EIN
23-2745859
Address
502 DARBY ROAD · HAVERTOWN, PA · 19083
Phone
(610) 446-8810
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-26
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
CAPITAL WEALTH MANAGEMENT GROUP LLC
CAPITAL WEALTH MANAGEMENT GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST
$1.9M · 5 participants
SCHNEIDER & ASSOCIATES INSURANCE AGENCIES, INC.
SCHNEIDER & ASSOCIATES INSURANCE AGENCIES, INC. 401(K) PLAN
$1.9M · 34 participants
BAER CORWIN INS. AGENCY, INC.
BAER CORWIN INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN
$1.9M · 3 participants
UNISOURCE INSURANCE ASSOCIATES, LLC
THE FC USA & UIA 401(K) RETIREMENT SAVINGS PLAN
$1.9M · 28 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
BANGERTER FINANCIAL STRATEGIES, LLC
BANGERTER FINANCIAL STRATEIGES, LLC DEFINED BENEFIT PLAN
$1.9M · 5 participants
INTEGRITY CONSULTING GROUP, LLC
INTEGRITY CONSULTING GROUP, LLC 401(K) PLAN
$1.9M · 9 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
