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  1. Companies/
  2. W. J. Hagerty & Sons, Ltd., Inc.

Filings through Oct 24, 2026.

W. J. Hagerty & Sons, Ltd., Inc.

EIN 35-1056973-chemicals-Latest filing 2025
Plans
1
Retirement
1
$1.2M assets
Health & Benefits
0
Participants
31
P. O. BOX 1496 - SOUTH BEND, IN 46624574-288-4991hagertyusa.comLinkedIn11-50 employeeschemicals
Plans on this EIN
1 filing
#001401(k)-$1.2M - 31 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

W. J. HAGERTY & SONS, LTD., INC. EMPLOYEES' RETIREMENT PLAN

401(k)

Assets$1.2M
Participants31
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001W. J. HAGERTY & SONS, LTD., INC. EMPLOYEES' RETIREMENT PLAN401(k)$1.2M312025
  • W. J. HAGERTY & SONS, LTD., INC. EMPLOYEES' RETIREMENT PLAN$1.2M
    #001 · 401(k) · 202531
Retirement plans
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