Plan Snapshot
- Plan Sponsor: Hogan Mfg., INC.
- Sponsor EIN: 942314454
- Sponsor Address: 1638 MAIN STREET, ESCALON, CA, 95320
- Plan Type: DC
- Total Participants: 202
- Total Assets: $21.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 202 | $21.7M | $753,356 | $622,231 |
| 2023 | 194 | $19.4M | $708,775 | $519,514 |
| 2022 | 186 | $16.5M | $628,994 | $478,220 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $68,656 | $603 | $69,259 |
| SIERRA OCEAN, LLC | NONE | $40,524 | — | $40,524 |
| BAKER TILLY US LLP | Auditor | $40,524 | — | $40,524 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $150,307
- Estimated Expense Ratio: 0.694% of plan assets
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 | $109,181 | — | $68,657 | $40,524 | — |
| 2023 | $122,058 | $29,009 | $93,049 | — | — |
| 2022 | $104,853 | — | $104,853 | — | — |