Original filing (PDF)20250430220104NAL0003867872011

CHARESSE J HAGAN LLC

Name: CHARESSE J HAGAN LLC — CHARESSE J HAGAN. LLC 401(K) PLAN, Form 5500 (2024)
Creator: CHARESSE J HAGAN LLC

Form 5500-SF

FILING_RECEIVED

CHARESSE J HAGAN. LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$99K

Net assets (EOY)

$99K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARESSE J HAGAN LLC.

Plan sponsor

Name

CHARESSE J HAGAN LLC

EIN

82-1046724

Address

219 WEST 27TH STREET · G · HOUSTON, TX · 77008

Phone

(724) 993-5227

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

MICHAEL ANGELO MARBLE & STONE

MICHAEL ANGELO MARBLE & STONE 401(K) PROFIT SHARING PLAN & TRUST

$99K · 40 participants

B J M INC

B J M INC 401K PLAN

$99K · 5 participants

CONDUIT BUSINESS CONSULTING, INC.

CONDUIT EMPLOYEE 401(K) PLAN

$99K · 2 participants

ALLEGIENT BILLING & CONSULTING, INC.

ALLEGIENT BILLING & CONSULTING, INC. 401(K) PROFIT SHARING PLAN

$99K · 7 participants

A2Z ENVIRONMENTAL SOLUTIONS LLC