How big is Hagen CPA, LLC's plan?

Hagen CPA, LLC's plan reported $460K in assets and 26 participants for 2024.

Original filing (PDF)20250331142112NAL0006389473001

Hagen CPA, LLC

Name: Hagen CPA, LLC — Hagen Staffing 401(k) Plan, Form 5500 (2024)
Creator: Hagen CPA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hagen Staffing 401(k) Plan

401(k) retirement plan · Hagen CPA, LLC's Hagen Staffing 401(k) Plan held $460K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$460K

Net assets (EOY)

$460K

People on this filing

TARA Evans, for TAG Resources signed Hagen CPA, LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Hagen CPA, LLC's EIN is 30-0746052.

EIN 30-0746052

Plan number 001

Plan year 2024

ACK ID 20250331142112NAL0006389473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hagen CPA, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hagen CPA, LLC's plan includes 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 HAGEN CPA, LLC.

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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.

Plan sponsor

Name

HAGEN CPA, LLC

EIN

all filings

Address

4525 WOODGATE DRIVE · JANESVILLE, WI · 53546

Phone

(608) 754-8525

Industry

CPA Offices· Professional & Technical Services

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

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