Original filing (PDF)20250621055800NAL0002707059001

HAGERTY JET GROUP

Name: HAGERTY JET GROUP — HAGERTY JET GROUP 401(K) PLAN, Form 5500 (2024)
Creator: HAGERTY JET GROUP

Form 5500-SF

FILING_RECEIVED

HAGERTY JET GROUP 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$377K

Net assets (EOY)

$377K

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 (96th 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 · STE 204 · SAVANNAH, GA · 31401

Phone

(912) 695-5579

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