How big is Kalbian Hagerty, L.L.P.'s plan?

Kalbian Hagerty, L.L.P.'s plan reported $1.8M in assets and 9 participants for 2024.

Original filing (PDF)20250731173957NAL0002777395001

Kalbian Hagerty, L.L.P.

Name: Kalbian Hagerty, L.L.P. — Kalbian Hagerty, L.L.P., Form 5500 (2024)
Creator: Kalbian Hagerty, L.L.P.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kalbian Hagerty, L.L.P. 401(k) Plan

401(k) retirement plan · Kalbian Hagerty, L.L.P.'s Kalbian Hagerty, L.L.P. 401(k) Plan held $1.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Jim Hagerty signed Kalbian Hagerty, L.L.P.'s 2024 Form 5500 as plan administrator.

Jim Hagerty — 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

Kalbian Hagerty, L.L.P.'s EIN is 52-2211111.

EIN 52-2211111

Plan number 001

Plan year 2024

ACK ID 20250731173957NAL0002777395001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kalbian Hagerty, L.L.P. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kalbian Hagerty, L.L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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