Original filing (PDF)20250331142112NAL0006389473001

HAGEN CPA, LLC

Name: HAGEN CPA, LLC — HAGEN STAFFING 401(K) PLAN, Form 5500 (2024)
Creator: HAGEN CPA, LLC

Form 5500-SF

FILING_RECEIVED

HAGEN STAFFING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$460K

Net assets (EOY)

$460K

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 HAGEN CPA, LLC.

Plan sponsor

Name

HAGEN CPA, LLC

EIN

30-0746052all filings

Address

4525 WOODGATE DRIVE · JANESVILLE, WI · 53546

Phone

(608) 754-8525

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-08-01

Tax period

2024-12-31

Filed

2025-03-31

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

UGELL & SOMMERS, LLP

UGELL & SOMMERS, LLP 401(K) PROFIT SHARING PLAN

$460K · 2 participants

SCHER GROUP, PLLC

SCHER GROUP 401(K) PLAN

$460K · 8 participants

CLOYD & ASSOCIATES, PSC

CLOYD & ASSOCIATES, PSC 401(K) PLAN

$460K · 18 participants

MARC A. KANE, CPA, INC.

MARC A. KANE, CPA, INC. 401(K) PLAN

$460K · 4 participants

SCHAIN AND COMPANY, C.P.A.S, P.

SCHAIN AND COMPANY, C.P.A.'S, P.C.

$460K · 10 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.