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Original filing (PDF)20251008142215NAL0003355779001
HAGERMAN CONSTRUCTION CORPORATION
Form 5500
FILING_RECEIVED
THE HAGERMAN GROUP 401(K) PLAN
401(k) retirement plan
Active participants
201
Accounts w/ balance
209
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAGERMAN CONSTRUCTION CORPORATION.
Plan sponsor
Name
HAGERMAN CONSTRUCTION CORPORATION
EIN
35-0813400
Address
PO BOX 10690 · FORT WAYNE, IN · 46802
Phone
(260) 424-1470
Industry
Constructionsee 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
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CBIZ CPAS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHEPHERD FINANCIAL INVESTMENT | 82-0759826 | — | ADVISOR | $38K | — |
Investments
29 direct securities· $17.7M(100% of reported assets)
Uncategorized
$17.6M
28 holdings
Mutual Funds
$44K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $3.0M | 17.2% | |
| American Funds 2040 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $2.5M | 14.4% | |
| American Funds 2045 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $1.6M | 9.2% | |
| American Funds 2050 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $1.3M | 7.1% | |
| American Funds 2055 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $1.1M | 6.0% | |
| American Funds 2030 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $1.0M | 5.9% | |
| AB Large Cap Growth Fund Class Z Mutual Fund | — | — | — | $851K | 4.8% | |
| American Funds 2035 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $799K | 4.5% | |
| American Funds 2060 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $762K | 4.3% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $602K | 3.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $527K | 3.0% | |
| American Century Short Dur Inf PrBd R5 Mutual Fund | — | — | — | $505K | 2.9% | |
| Columbia Overseas Value Fund I3 Mutual Fund | — | — | — | $363K | 2.1% | |
| Fidelity International Capital Appreciation K6 Fund Mutual Fund | — | — | — | $348K | 2.0% | |
| American Funds 2025 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $308K | 1.7% | |
| The Hartford Dividend and Growth Fund Class R6 Mutual Fund | — | — | — | $298K | 1.7% | |
| Baird Aggregate Bond Fund Class Institutional Mutual Fund | — | — | — | $297K | 1.7% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund | — | — | — | $288K | 1.6% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $276K | 1.6% | |
| Janus Henderson Enterprise Fund Class N Mutual Fund | — | — | — | $188K | 1.1% | |
| American Funds 2020 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $186K | 1.1% | |
| Money Market Funds Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $141K | 0.8% | |
| BlackRock High Yield K Mutual Fund | — | — | — | $121K | 0.7% | |
| BlackRock Mid-Cap Value Fund Institutional Shares Mutual Fund | — | — | — | $46K | 0.3% | |
| T. Rowe Price Global Stock Fund Mutual Fund | Mutual Funds | — | — | $44K | 0.2% | |
| American Funds 2065 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $41K | 0.2% | |
| DFA U.S. Targeted Value Portfolio Institutional Class Mutual Fund | — | — | — | $38K | 0.2% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $37K | 0.2% | |
| American Funds 2010 Target Date Retirement Fund Class R6 Mutual Fund | — | — | — | $24K | 0.1% |
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