How big is Hagerman Construction Corporation's plan?

Hagerman Construction Corporation's plan reported $17.7M in assets and 201 participants for 2024.

Original filing (PDF)20251008142215NAL0003355779001

Hagerman Construction Corporation

Name: Hagerman Construction Corporation — The Hagerman, Form 5500 (2024)
Creator: Hagerman Construction Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Hagerman Group 401(k) Plan

401(k) retirement plan · Hagerman Construction Corporation's The Hagerman Group 401(k) Plan held $17.7M in plan assets for 201 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

201

Accounts w/ balance

209

Plan assets (EOY)

$17.7M

Net assets (EOY)

$17.7M

People on this filing

Melanie King signed Hagerman Construction Corporation's 2024 Form 5500 as plan administrator.

Melanie King — 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

Hagerman Construction Corporation's EIN is 35-0813400.

EIN 35-0813400

Plan number 001

Plan year 2024

ACK ID 20251008142215NAL0003355779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hagerman Construction Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hagerman Construction Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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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

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 7K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

HAGERMAN CONSTRUCTION CORPORATION

EIN

all filings

Address

PO BOX 10690 · FORT WAYNE, IN · 46802

Phone

(260) 424-1470

Industry

Construction

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$23K	—

Advisor / Consultant

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)

Mutual Funds

$10.7M

17 holdings

Common Collective Trusts

$4.5M

5 holdings

Other securities

$2.5M

7 holdings

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$3.0M	17.2%
American Funds 2040 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$2.5M	14.4%
American Funds 2045 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$1.6M	9.2%
American Funds 2050 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$1.3M	7.1%
American Funds 2055 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$1.1M	6.0%
American Funds 2030 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$1.0M	5.9%
AB Large Cap Growth Fund Class Z Mutual Fund	Other securities	—	—	$851K	4.8%
American Funds 2035 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$799K	4.5%
American Funds 2060 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$762K	4.3%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$602K	3.4%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$527K	3.0%
American Century Short Dur Inf PrBd R5 Mutual Fund	Other securities	—	—	$505K	2.9%
Columbia Overseas Value Fund I3 Mutual Fund	Other securities	—	—	$363K	2.1%
Fidelity International Capital Appreciation K6 Fund Mutual Fund	Mutual Funds	—	—	$348K	2.0%
American Funds 2025 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$308K	1.7%
The Hartford Dividend and Growth Fund Class R6 Mutual Fund	Other securities	—	—	$298K	1.7%
Baird Aggregate Bond Fund Class Institutional Mutual Fund	Other securities	—	—	$297K	1.7%
Vanguard Explorer Fund Admiral Shares Mutual Fund	Mutual Funds	—	—	$288K	1.6%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$276K	1.6%
Janus Henderson Enterprise Fund Class N Mutual Fund	Mutual Funds	—	—	$188K	1.1%
American Funds 2020 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$186K	1.1%
Money Market Funds Vanguard Federal Money Market Fund Mutual Fund	Mutual Funds	—	—	$141K	0.8%
BlackRock High Yield K Mutual Fund	Other securities	—	—	$121K	0.7%
BlackRock Mid-Cap Value Fund Institutional Shares Mutual Fund	Other securities	—	—	$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	Mutual Funds	—	—	$41K	0.2%
DFA U.S. Targeted Value Portfolio Institutional Class Mutual Fund	Mutual Funds	—	—	$38K	0.2%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$37K	0.2%
American Funds 2010 Target Date Retirement Fund Class R6 Mutual Fund	Mutual Funds	—	—	$24K	0.1%