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Sponsor portfolio

KRISTI L HATTIG CPA LLC

EIN 20-1838699-accounting-Latest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
4
2350 17TH AVE STE 101 - LONGMONT, CO 80503303-678-9286hattigcpa.comLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#002401k-$584K - 2 part#001401k-$475K - 2 part

Retirement portfolio analytics

2 plans aggregated / $1.1M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CPA LLC 401(K) (#002)55%
  • CPA LLC 401(K) (#001)45%
Total $1.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CPA LLC 401(K) (#002)2
  • CPA LLC 401(K) (#001)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KRISTI L HATTIG CPA LLC 401(K) PLAN

401k

Assets$584K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KRISTI L HATTIG CPA LLC 401(K) PLAN

401k

Assets$475K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KRISTI L HATTIG CPA LLC 401(K) PLAN401k$584K22025
001KRISTI L HATTIG CPA LLC 401(K) PLAN401k$475K22024
Retirement plans
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