How big is Haggard & Stocking Associates Inc.'s plan?

Haggard & Stocking Associates Inc.'s plan reported $8.5M in assets and 88 participants for 2024.

Original filing (PDF)20260129082117NAL0005361219001

Haggard & Stocking Associates Inc.

Name: Haggard & Stocking Associates Inc. — Haggard &, Form 5500 (2024)
Creator: Haggard & Stocking Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Haggard & Stocking Associates Inc. 401(k) Plan

401(k) retirement plan · Haggard & Stocking Associates Inc.'s Haggard & Stocking Associates Inc. 401(k) Plan held $8.5M in plan assets for 88 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

Plan identifiers

Haggard & Stocking Associates Inc.'s EIN is 35-1404256.

EIN 35-1404256

Plan number 001

Plan year 2024

ACK ID 20260129082117NAL0005361219001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Haggard & Stocking Associates Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Haggard & Stocking Associates Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 HAGGARD & STOCKING ASSOCIATES INC.

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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