Plan Ledger DOL Form 5500 · updated monthly

Hogan Resources LLC401(k)

HOGAN & ASSOCIATES CONSTRUCTION 401(K) PROFIT SHARING PLAN · CENTERVILLE, UT · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Hogan Resources LLC reported $46,498 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $1,550 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 306th-largest of 848 plans among Utah employers on file, and the 2,028th of 5,337 in construction. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,834,613
Participants with balances273
Active participants432
Employer contributions$669,445
Employee contributions$1,288,797
Employer contribution per active participant$1,550
Average account balance$72,654
Benefits paid to participants$2,007,219
Plan auditUnmodified (clean) audit opinion
AuditorPLATFORM CPAS
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,988
Investment management$43,510
Total administrative$46,498
The Hogan Resources LLC 401(k) match · 2024
Employer contribution per active participant$1,550
Median for plans this size$2,416

Hogan Resources LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)$43,510
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,988

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

Administrative cost history1
2024$46,498 · 0.25%
Similar plansConstruction · Utah
Steel Encounters, Inc. UT$23.8M · 0.01%
Nations Roof LLC UT$21.2M · 0.94%
Sme Steel Contractors, Inc. UT$17.5M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873784452 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.