Plan Ledger DOL Form 5500 · updated monthly

Hogan Assessment Systems, Inc.401(k)

HOGAN ASSESSMENTS 401(K) PLAN · TULSA, OK · plan year 2025

Reported admin expense ratio · 2025
0.37%

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

Hogan Assessment Systems, Inc. reported $62,754 in plan administrative expenses for 2025: 0.37% of average plan assets, above the peer median. Employer contributions averaged $7,836 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 3 years on file its reported administrative ratio fell from 0.49% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 271st-largest of 724 plans among Oklahoma employers on file, and 5,838th of 11,654 in professional & technical services. In 2025, employees put in $1.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,435,092
Participants with balances148
Active participants122
Employer contributions$955,941
Employee contributions$1,252,805
Employer contribution per active participant$7,836
Average account balance$124,561
Benefits paid to participants$1,590,034
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$18.4M · 148 accts · $956K emplr
2024$15.3M · 150 accts · $786K emplr
2023$13.2M · 148 accts · $1.6M emplr
2022$11.3M · 156 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$31,824
Investment management$12,372
Total administrative$62,754
The Hogan Assessment Systems, Inc. 401(k) match · 2025
Employer contribution per active participant$7,836
Median for plans this size$2,666
2025$7,836 per active participant
2024$6,235 per active participant
2023$13,439 per active participant

Hogan Assessment Systems, Inc.'s 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top quarter of its peers. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$31,823
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$30,930

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

Administrative cost history4
2025$62,754 · 0.37%
2024$57,655 · 0.40%
2023$54,517 · 0.44%
2022$59,042 · 0.49%
Same employer
Similar plansProfessional & Technical Services · Oklahoma
Exodus HR, LLC OK$20.3M · 0.91%
Gdh Consulting, Inc. OK$19.6M · 0.56%
Ackerman McQueen, Inc. OK$19.5M · 0.31%
Cec Corporation OK$17.8M · 0.20%
Finley & Cook, P.L.L.C. OK$17.6M · 0.59%
Cyntergy Aec LLC OK$15.4M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731306889 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.