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Original filing (PDF)20250723123113NAL0010334482001
HOGAN SERVICES, INC.
Form 5500
FILING_RECEIVED
THE HOGAN RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
4,208
Accounts w/ balance
1,033
Plan assets (EOY)
$45.3M
Net assets (EOY)
$45.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOGAN SERVICES, INC..
Plan sponsor
Name
HOGAN SERVICES, INC.
EIN
43-0697572
Address
2150 SCHUETZ RD. STE. 210 · ST. LOUIS, MO · 63146
Phone
(314) 421-6000
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $91K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS | 20-1903821 | — | ADVISOR | $35K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | ACCOUNTANT | $15K | — |
Investments
28 direct securities · 2 pooled funds· $47.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$44.1M
28 holdings
Common Collective Trust
$3.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | 32,036 | — | $6.5M | 14.4% | |
| American Fund Growth Fund America | — | 69,124 | — | $5.2M | 11.4% | |
| Fidelity FDM Index Fund 2040 | — | 146,955 | — | $3.6M | 8.0% | |
| Fidelity FDM Index Fund 2030 | — | 172,408 | — | $3.5M | 7.7% | |
| Dodge & Cox Stock Fund | — | 11,385 | — | $2.9M | 6.5% | |
| Fidelity FDM Index Fund 2050 | — | 103,998 | — | $2.7M | 6.0% | |
| Galliard Stable Return Fund C | — | 42,640 | — | $2.6M | 5.8% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.6M | 5.8% | |
| Fidelity International Index Fund | — | 46,353 | — | $2.2M | 4.9% | |
| Fidelity FDM Index Fund 2020 | — | 123,327 | — | $1.9M | 4.3% | |
| JPMorgan Mid Cap Value R6 | — | 48,064 | — | $1.8M | 3.9% | |
| American Beacon Small Cap Value Fund | — | 60,221 | — | $1.5M | 3.3% | |
| T Rowe Price Integrated Small Cap | — | 31,831 | — | $1.4M | 3.1% | |
| Fidelity FDM Index Fund 2045 | — | 53,064 | — | $1.4M | 3.0% | |
| Fidelity FDM Index Fund 2035 | — | 55,070 | — | $1.3M | 2.8% | |
| IR + M CORE BOND CIT GLOBAL TRUST COMPANY HARDING LOEVN · EIN 37-6567224 / PN 001 | Common Collective Trust | 98,534 | — | $1.2M | 2.6% | |
| Fidelity FDM Index Fund 2025 | — | 48,915 | — | $909K | 2.0% | |
| Fidelity FDM Index Fund 2055 | — | 41,125 | — | $879K | 1.9% | |
| Ivy Mid Cap Growth I | — | 28,750 | — | $844K | 1.9% | |
| Fidelity FDM Index Fund 2060 | — | 42,720 | — | $774K | 1.7% | |
| American Funds Europacific Growth Fund | — | 12,989 | — | $698K | 1.5% | |
| Fidelity Small Cap Index | — | 14,089 | — | $390K | 0.9% | |
| Fidelity FDM Index Fund 2065 | — | 25,490 | — | $373K | 0.8% | |
| Fidelity Emerging Markets Index | — | 29,692 | — | $311K | 0.7% | |
| Fidelity FDM Index Fund 2010 | — | 19,205 | — | $246K | 0.5% | |
| Fidelity Mid Cap Index | — | 5,482 | — | $185K | 0.4% | |
| iShares Developed Real Estate Index | — | 2,493 | — | $20K | <0.1% | |
| Fidelity FDM IDX INC IPR | — | 1,222 | — | $14K | <0.1% | |
| Fidelity Government Market K6 | — | 12,736 | — | $13K | <0.1% | |
| Fidelity FDM Index Fund 2015 | — | 7 | — | $106 | <0.1% |
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