Assets by plan
Share of aggregate retirement assets
64%top
Sponsor portfolio
HAGEN WEALTH MANAGEMENT, LLC
EIN 83-2685144financial servicesLatest filing 2025
Plans
2
Retirement
2
$669K assets
Welfare
0
Participants
6
8116 OLD FEDERAL ROAD, SUITE C - MONTGOMERY, AL 36117334-659-1436hagenwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $669K assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HAGEN WEALTH MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$427K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HAGEN WEALTH MANAGEMENT, LLC 401K PLAN
401k
Assets$242K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HAGEN WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $427K | 3 | 2025 | |
| 001 | HAGEN WEALTH MANAGEMENT, LLC 401K PLAN | 401k | $242K | 3 | 2025 |
Retirement plans