Original filing (PDF)20240731093821NAL0048123858001

Haggerty Group

Name: Haggerty Group — Haggerty Group 401(k) Plan, Form 5500 (2023)
Creator: Haggerty Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Haggerty Group 401(k) Plan

401(k) retirement plan · Haggerty Group's Haggerty Group 401(k) Plan held $420K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$420K

Net assets (EOY)

$420K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

HAGGERTY GROUP

EIN

26-3331080all filings

Address

79 CHESTNUT ST STE 101 · RDIGEWOOD, NJ · 07450

Phone

(201) 447-1343

Industry

CPA Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

Jacobs & Company LLP

Jacobs & Company LLP 401(k) Profit Sharing Plan and Trust

$421K · 6 participants

Grissom & Company PLLC

$421K · 8 participants

Daniel L. Jones and Associates

Daniel L. Jones 401(k) & Profit Sharing Plan

$420K · 3 participants

Giardina & French CPAS LLC

Giardina & French CPAS LLC 401(k) Plan

$420K · 4 participants

Dana E. Brunstrom CPA LLC

Dana E. Brunstrom CPA 401(k) Plan

$421K · 7 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.