OpenERISA

Hagen Wealth Management, LLC

Montgomery, AL, 36117

EIN 83-2685144
Plans
2
Total participants
15
Filing years
2024, 2025, 2023
NAICS
523120

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500001Hagen Wealth Management, LLC 401K Plan3
2024Form 5500001Hagen Wealth Management, LLC 401K Plan3
2024Form 5500-SF002Hagen Wealth Management, LLC Cash Balance Plan3
2023Form 5500001Hagen Wealth Management, LLC 401K Plan3
2023Form 5500-SF002Hagen Wealth Management, LLC Cash Balance Plan3

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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