# Hogan Assessment Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/hogan-assessment-systems-inc-plan

> Hogan Assessment Systems, INC.'s 401(k) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hogan Assessment Systems, INC.

- **Sponsor EIN:** 731306889

- **Sponsor Address:** 11 S GREENWOOD AVE, TULSA, OK, 741201400

- **Plan Type:** 401(k)

- **Total Participants:** 126

- **Total Assets:** $15.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|126|$15.3M|$785,642|$1.1M|

| 2023|119|$13.2M|$1.6M|$1.1M|

| 2022|119|$11.3M|$0|$802,166|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FORVIS MAZARS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$57,655|$10,473|$31,473|—|—|

| 2023|$54,517|$9,209|$29,780|—|—|

| 2022|$59,042|$14,765|$27,712|—|$16,565|

## Similar Plans

- [Adfitech, INC.](https://planprovider.pro/companies/adfitech-inc-401k-plan) — 128 participants

- [Enduro Pipeline Services, INC.](https://planprovider.pro/companies/enduro-pipeline-services-inc-401k-plan) — 124 participants

- [Leader Communications, INC.](https://planprovider.pro/companies/leader-communications-inc-401k-plan) — 147 participants

- [Realtime Peo Ii, LLC](https://planprovider.pro/companies/realtime-peo-ii-llc-401k-plan) — 147 participants

- [Fusion Industries LLC](https://planprovider.pro/companies/fusion-industries-llc-plan-001) — 158 participants

- [Tm-Ems, LLC](https://planprovider.pro/companies/tm-ems-llc-401k-plan) — 90 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hogan-assessment-systems-inc-plan)

© 2026 PlanProvider.Pro