# Hagen Wealth Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/hagen-wealth-management-llc-plan-001

> Hagen Wealth Management, LLC's 401(k) plan: 3 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## 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|

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