Plan Snapshot
- Plan Sponsor: Hagen Wealth Management, LLC
- Sponsor EIN: 832685144
- Sponsor Address: 8116 OLD FEDERAL ROAD, SUITE C, MONTGOMERY, AL, 36117
- Plan Type: 401(k)
- Total Participants: 3
- Total Assets: $241,942
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 3 | $241,942 | $31,761 | $47,260 |
| 2024 | 3 | $132,134 | $29,030 | $37,071 |
| 2023 | 3 | $55,671 | $23,848 | $27,620 |