The Hagerman Group 401(k) Plan
Sponsored by Hagerman Construction Corporation · EIN 350813400 · Plan #001 · Fort Wayne, IN
- Total assets
- $17.7M
- Net assets
- $17.7M
- Active participants
- 201
- With balances
- 209
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Shepherd Financial Investment Advisory Llc CRD 288623 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Shepherd Financial Investment | Investment advisory (plan) | $38,243 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $23,157 |