Plan Snapshot
- Plan Sponsor: Hogantaylor LLP
- Sponsor EIN: 731413977
- Sponsor Address: 2222 SOUTH UTICA PLACE, TULSA, OK, 74114
- Plan Type: 401(k)
- Total Participants: 360
- Total Assets: $72.9M
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 | 360 | $72.9M | $2.8M | $3.0M |
| 2023 | 350 | $66.8M | $2.5M | $3.0M |
| 2022 | 355 | $54.2M | $2.2M | $2.8M |
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 | $26,262 | — | $26,262 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $9,297 | — | $9,297 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- 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: $35,559
- Estimated Expense Ratio: 0.049% 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 | $35,559 | $9,297 | — | — | — |
| 2023 | $32,622 | $7,282 | $300 | — | — |
| 2022 | $33,832 | $6,256 | — | — | — |