Plan Ledger DOL Form 5500 · updated monthly

Hogan Services, Inc.401(k)

THE HOGAN RETIREMENT SAVINGS PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Hogan Services, Inc. reported $155,911 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $260 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 rose from 0.28% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 346th-largest of 1,393 plans among Missouri employers on file, and the 404th of 2,677 in transportation & warehousing. In 2024, employees put in $4.64 for every $1.00 the employer contributed; active participation has grown from 3,004 to 4,208 since 2022.

Plan summary
Net assets, end of year$45,304,598
Participants with balances1,033
Active participants4,208
Employer contributions$1,094,318
Employee contributions$5,077,823
Employer contribution per active participant$260
Average account balance$43,857
Benefits paid to participants$6,901,157
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.3M · 1,033 accts · $1.1M emplr
2023$39.7M · 959 accts · $1.6M emplr
2022$31.5M · 878 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,216
Investment management$49,470
Total administrative$155,911
The Hogan Services, Inc. 401(k) match · 2024
Employer contribution per active participant$260
Median for plans this size$2,416
2024$260 per active participant
2023$574 per active participant
2022$405 per active participant

Hogan Services, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
MONETA GROUP INVESTMENT ADVISORS · Investment advisory (plan)$34,750
FORVIS MAZARS, LLP · Accounting / audit$15,225
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$14,721

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

Administrative cost history3
2024$155,911 · 0.37%
2023$115,814 · 0.33%
2022$96,562 · 0.28%
Same employer
Similar plansTransportation & Warehousing · Missouri
Cpc Logistics, Inc. MO$82.7M · 0.18%
Trans States Holdings, Inc. MO$60.7M · 0.18%
Contract Freighters, Inc. MO$35.5M · 0.31%
Tm Pay, Inc. MO$24.7M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430697572 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.