Haggerty Conglomerate, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Haggerty Conglomerate, INC.
  • Sponsor EIN: 832767701
  • Sponsor Address: 509 N. CHERRY STREET, FREDERICKSBURG, TX, 78624
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $685,846

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$685,846$7,058$8,468
20232$668,173$7,763$7,764
20224$591,293$0$0

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