The Hogan Retirement Savings Plan
Sponsored by Hogan Services, Inc. · EIN 430697572 · Plan #001
- Total assets
- $45.3M
- Net assets
- $45.3M
- Active participants
- 4,208
- With balances
- 1,033
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Moneta Group Investment Advisors, Llc CRD 104727 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $91,216 |
| Moneta Group Investment Advisors | Investment advisory (plan) | $34,750 |
| Forvis Mazars, Llp | Accounting | $15,225 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $14,721 |