Plan Ledger DOL Form 5500 · updated monthly

Hogan & Associates Construction, Inc.401(k)

HOGAN & ASSOCIATES CONSTRUCTION 401(K) PROFIT SHARING PLAN · CENTERVILLE, UT · plan year 2023

Reported admin expense ratio · 2023
0.25%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Hogan & Associates Construction, Inc. reported $39,379 in plan administrative expenses for 2023: 0.25% of average plan assets, below the peer median. Employer contributions averaged $1,559 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio has held roughly steady near 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other construction employers. By assets it is the 338th-largest of 848 plans among Utah employers on file, and the 2,250th of 5,337 in construction. In 2023, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,205,898
Participants with balances235
Active participants356
Employer contributions$555,167
Employee contributions$1,064,805
Employer contribution per active participant$1,559
Average account balance$73,217
Benefits paid to participants$1,228,278
Plan auditUnmodified (clean) audit opinion
AuditorPLATFORM CPAS
Plan history2
Yearassets · accounts · employer contribution
2023$17.2M · 235 accts · $555K emplr
2022$14.2M · 197 accts · $433K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,656
Investment management$36,723
Total administrative$39,379
The Hogan & Associates Construction, Inc. 401(k) match · 2023
Employer contribution per active participant$1,559
Median for plans this size$2,440
2023$1,559 per active participant
2022$1,586 per active participant

Hogan & Associates Construction, Inc.'s 2023 employer contribution ran below the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)$36,723
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,656

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$39,379 · 0.25%
2022$41,941 · 0.26%
Same employer
Similar plansConstruction · Utah
Nations Roof LLC UT$21.2M · 0.94%
Hogan Resources LLC UT$19.8M · 0.25%
Sme Steel Contractors, Inc. UT$17.5M · 0.35%
Nexone, Inc UT$14.2M · 0.45%
Hughes General Contractors UT$13.7M · 0.89%
A-Core, Inc. UT$11.2M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870548214 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.