Plan Snapshot
- Plan Sponsor: Hok Group, INC.
- Sponsor EIN: 431205826
- Sponsor Address: 10 SOUTH BROADWAY, ST. LOUIS, MO, 63102
- Plan Type: 401(k)
- Total Participants: 1,414
- Total Assets: $361.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,414 | $361.8M | $4.6M | $16.9M |
| 2023 | 1,341 | $309.8M | $4.2M | $15.4M |
| 2022 | 1,219 | $261.0M | $3.8M | $13.7M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $184,841 | — | $184,841 |
| FISHER INVESTMENTS | NONE | $26,093 | — | $26,093 |
| MODERA WEALTH MANAGEMENT LLC | NONE | $18,270 | — | $18,270 |
| ACROPOLIS INVESTMENT MANAGEMEN | NONE | $14,608 | — | $14,608 |
| LMCG INVESTMENTS LLC | NONE | $10,768 | — | $10,768 |
| STEELPEAK WEALTH LLC | NONE | $6,250 | — | $6,250 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- FISHER INVESTMENTS — NONE
- STEELPEAK WEALTH LLC — NONE
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $260,830
- Estimated Expense Ratio: 0.072% 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 | $272,208 | $144,286 | — | — | — |
| 2023 | $252,353 | $130,833 | — | — | — |
| 2022 | $219,011 | $65,088 | — | — | — |