How big is Liana Hategan MD PC's plan?

Liana Hategan MD PC's plan reported $760K in assets and 2 participants for 2024.

Original filing (PDF)20250813133947NAL0012658896001

Liana Hategan MD PC

Name: Liana Hategan MD PC — Liana Hategan MD PC 401(k) P/S, Form 5500 (2024)
Creator: Liana Hategan MD PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Liana Hategan MD PC 401(k) P/S Plan

401(k) retirement plan · Liana Hategan MD PC's Liana Hategan MD PC 401(k) P/S Plan held $760K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$760K

Net assets (EOY)

$760K

People on this filing

Liana Hategan MD signed Liana Hategan MD PC's 2024 Form 5500 as plan administrator.

Liana Hategan MD — 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

Liana Hategan MD PC's EIN is 27-1987430.

EIN 27-1987430

Plan number 001

Plan year 2024

ACK ID 20250813133947NAL0012658896001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Liana Hategan MD PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Liana Hategan MD PC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LIANA HATEGAN MD PC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

LIANA HATEGAN MD PC

EIN

all filings

Address

3370 SW 192ND AVE · BEAVERTON, OR · 97003

Phone

(971) 228-8672

Industry

Health Care & Social Assistance

Plan administrator