Department of Labor filing

HAGERTY CONSULTING INC

HAGERTY CONSULTING INC 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 24, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

71filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$4,022

Reported employer contributions per active participant.

Higher than about 64% of comparable plans

#People in the filing

394

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$28 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 86% of comparable plans

↗Investment performance

Not available

Plan assets changed 34.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202471out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions64th percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense86th percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, HAGERTY CONSULTING INC reported $1,584,857 in employer contributions across the plan and 394 active participants. That works out to $4,022 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy78%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 63.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 5.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context71/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,584,857
Participant contributions: $2,816,957
Other contributions: $149,952
Employer share of reported contributions: 36.0%
Beginning assets: $18,927,651
Ending assets: $25,378,002
Ending net assets: $25,378,002
Ending liabilities: $0
Total income: $7,847,307
Total expenses: $1,396,956
Administrative expenses: $15,056
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,468

2023

$3,410

2024

$4,022

Plan-paid administrative expenses per participant

2022

$27

2023

$28

2024

$28

Active participants

2022

534

2023

420

2024

394

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$4,022	394	25.4M	20250924131209NAL0009266355001
2023	$3,410	420	18.9M	20240710153938NAL0032543458001
2022	$2,468	534	13M	20230928112214NAL0024584770001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 371431085-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2007
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Current plan terms

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Filing ACK_ID20250924131209NAL0009266355001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗