Original filing (PDF)20260317154708NAL0001869603001

HUNTER HAGAN & COMPANY, LTD.

Name: HUNTER HAGAN & COMPANY, LTD. — HUNTER HAGAN & COMPANY, LTD. RETIREMENT SAVINGS PLAN AND TRUST, Form 5500 (2024)
Creator: HUNTER HAGAN & COMPANY, LTD.

Form 5500-SF

FILING_RECEIVED

HUNTER HAGAN & COMPANY, LTD. RETIREMENT SAVINGS PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUNTER HAGAN & COMPANY, LTD..

Plan sponsor

Name

HUNTER HAGAN & COMPANY, LTD.

EIN

86-0528831

Address

8501 N. SCOTTSDALE RD. STE. 130 · SCOTTSDALE, AZ · 85253

Phone

(480) 946-0751

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-09-01

Tax period

2025-08-31

Filed

2026-03-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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