Plan Snapshot
- Plan Sponsor: Hogan Services, INC.
- Sponsor EIN: 430697572
- Sponsor Address: 2150 SCHUETZ RD. STE. 210, ST. LOUIS, MO, 63146
- Plan Type: 401(k)
- Total Participants: 4,208
- Total Assets: $45.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 4,208 | $45.3M | $1.1M | $5.1M |
| 2023 | 2,827 | $39.7M | $1.6M | $4.7M |
| 2022 | 3,004 | $31.5M | $1.2M | $4.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $91,216 | — | $91,216 |
| MONETA GROUP INVESTMENT ADVISORS | Investment Advisor | $34,750 | — | $34,750 |
| FORVIS MAZARS, LLP | Auditor | $15,225 | — | $15,225 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $14,721 | — | $14,721 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- FORVIS MAZARS, LLP — Auditor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $155,912
- Estimated Expense Ratio: 0.344% 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 | $155,911 | $49,470 | $300 | — | — |
| 2023 | $115,814 | $36,836 | — | — | — |
| 2022 | $96,562 | $3,169 | — | — | — |