How big is Steve Hoegger & Associates' plan?

Steve Hoegger & Associates' plan reported $1.3M in assets and 115 participants for 2023.

Original filing (PDF)20250415080920NAL0005869378001

Steve Hoegger & Associates

Name: Steve Hoegger & Associates — Steve Hoegger &, Form 5500 (2023)
Creator: Steve Hoegger & Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steve Hoegger & Associates 401(k) Plan

401(k) retirement plan · Steve Hoegger & Associates' Steve Hoegger & Associates 401(k) Plan held $1.3M in plan assets for 115 participants in 2023.

Active participants

115

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Mark Szafranski signed Steve Hoegger & Associates' 2023 Form 5500 as plan administrator.

Mark Szafranski — 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

Steve Hoegger & Associates' EIN is 75-2849133.

EIN 75-2849133

Plan number 001

Plan year 2023

ACK ID 20250415080920NAL0005869378001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Steve Hoegger & Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Steve Hoegger & Associates' 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 STEVE HOEGGER & ASSOCIATES.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score