· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HAUGEN CONSULTING GROUP — HAUGEN CONSULTING GROUP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250512103649NAL0038372722001
HAUGEN CONSULTING GROUP
Form 5500-SF
FILING_RECEIVED
HAUGEN CONSULTING GROUP 401(K) PLAN
401(k) retirement plan
Active participants
27
Accounts w/ balance
19
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
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
HAUGEN CONSULTING GROUP
.
Find decision makers
Plan sponsor
Name
HAUGEN CONSULTING GROUP
EIN
26-3180076
Address
1685 S. COLORADO BLVD · SUITE S-272 · DENVER, CO · 80222
Phone
(303) 521-3731
Industry
Professional & Technical Services
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
2025-05-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
CONSTRUCTION DEVELOPMENT PROFESSIONALS LLC
CONSTRUCTION DEVELOPMENT PROFESSIONALS LLC RETIREMENT PLAN
$1.6M · 29 participants
RED CRANE MANAGEMENT LLC
RED CRANE MANAGEMENT CASH BALANCE PLAN
$1.6M · 10 participants
YENDALL HUNTER CORP.
YENDALL HUNTER CORP. 401(K) PLAN
$1.6M · 9 participants
STONE BARN MANAGEMENT, INC.
STONE BARN MANAGEMENT 401(K) PROFIT SHARING PLAN
$1.6M · 3 participants
PROFESSIONAL BILLING ENHANCEMENT, INC.
PROFESSIONAL BILLING ENHANCEMENT, INC. DEFINED BENEFIT PENSION PLAN
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.6M · 5 participants
GIPSON INVESTMENTS, INC.
GIPSON INVESTMENTS, INC. 401(K) PLAN
$1.6M · 3 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
