Original filing (PDF)20260528093954NAL0009017216001

Hagerty Jet Group

Name: Hagerty Jet Group — Hagerty Jet Group 401(k) Plan, Form 5500 (2025)
Creator: Hagerty Jet Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hagerty Jet Group 401(k) Plan

401(k) retirement plan · Hagerty Jet Group's Hagerty Jet Group 401(k) Plan held $473K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

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.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HAGERTY JET GROUP.

Plan sponsor

Name

HAGERTY JET GROUP

EIN

47-2050683all filings

Address

127 ABERCORN STREET · SUITE 204 · SAVANNAH, GA · 31401

Phone

(912) 695-5579

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