Hogan Real Estate Company 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hogan Real Estate Company
  • Sponsor EIN: 611323441
  • Sponsor Address: 9300 SHELBYVILLE ROAD SUITE 1300, LOUISVILLE, KY, 40222
  • Plan Type: 401(k)
  • Total Participants: 23
  • Total Assets: $3.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202423$3.1M$41,188$250,562
202325$2.6M$37,025$193,961
202221$2.1M$33,374$183,084