How big is Hunter Hagan & Company, Ltd.'s plan?

Hunter Hagan & Company, Ltd.'s plan reported $10.2M in assets and 18 participants for 2024.

Original filing (PDF)20260317154708NAL0001869603001

Hunter Hagan & Company, Ltd.

Name: Hunter Hagan & Company, Ltd. — Hunter Hagan &, Form 5500 (2024)
Creator: Hunter Hagan & Company, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hunter Hagan & Company, Ltd. Retirement Savings Plan and Trust

401(k) retirement plan · Hunter Hagan & Company, Ltd.'s Hunter Hagan & Company, Ltd. Retirement Savings Plan and Trust held $10.2M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.2M

Net assets (EOY)

$10.2M

People on this filing

Michael Lemme signed Hunter Hagan & Company, Ltd.'s 2024 Form 5500 as plan administrator.

Michael Lemme — 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

Hunter Hagan & Company, Ltd.'s EIN is 86-0528831.

EIN 86-0528831

Plan number 001

Plan year 2024

ACK ID 20260317154708NAL0001869603001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hunter Hagan & Company, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hunter Hagan & Company, Ltd.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Knocking points off