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HAGEN, KURTH PERMAN & CO., P.S. — THE 401(K) RETIREMENT PLAN AND TRUST OF HAGEN, KURTH, PERMAN & CO, P.S., Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251114132106NAL0005848946001
HAGEN, KURTH PERMAN & CO., P.S.
Form 5500-SF
FILING_RECEIVED
THE 401(K) RETIREMENT PLAN AND TRUST OF HAGEN, KURTH, PERMAN & CO, P.S.
401(k) retirement plan
Active participants
35
Accounts w/ balance
60
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HAGEN, KURTH PERMAN & CO., P.S.
.
Find decision makers
Plan sponsor
Name
HAGEN, KURTH PERMAN & CO., P.S.
EIN
91-1233794
Address
1700 SEVENTH AVE · SUITE 1600 · SEATTLE, WA · 98101
Phone
(206) 682-9200
Industry
CPA Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-11-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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