KEN Mains signed Hogan Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hogan Services, Inc.'s EIN is 43-0697572.
Download the official 2024 Form 5500 (PDF) for Hogan Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hogan Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $91K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS | 20-1903821 | — | ADVISOR | $35K | — |
| STRATEGIC ADVISORS, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.5M | 14.4% | |
| American Fund Growth Fund America | Other securities | — | — | $5.2M | 11.4% | |
| Fidelity FDM Index Fund 2040 | Common Collective Trusts | — | — | $3.6M | 8.0% | |
| Fidelity FDM Index Fund 2030 | Common Collective Trusts | — | — | $3.5M | 7.7% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $2.9M | 6.5% | |
| Fidelity FDM Index Fund 2050 | Common Collective Trusts | — | — | $2.7M | 6.0% | |
| Galliard Stable Return Fund C | Other securities | — | — | $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 | Common Collective Trusts | — | — | $2.2M | 4.9% | |
| Fidelity FDM Index Fund 2020 | Common Collective Trusts | — | — | $1.9M | 4.3% | |
| JPMorgan Mid Cap Value R6 | Other securities | — | — | $1.8M | 3.9% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $1.5M | 3.3% | |
| T Rowe Price Integrated Small Cap | Mutual Funds | — | — | $1.4M | 3.1% | |
| Fidelity FDM Index Fund 2045 | Common Collective Trusts | — | — | $1.4M | 3.0% | |
| Fidelity FDM Index Fund 2035 | Common Collective Trusts | — | — | $1.3M | 2.8% | |
| IR + M CORE BOND CIT GLOBAL TRUST COMPANY HARDING LOEVN · EIN 37-6567224 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.6% | |
| Fidelity FDM Index Fund 2025 | Common Collective Trusts | — | — | $909K | 2.0% | |
| Fidelity FDM Index Fund 2055 | Common Collective Trusts | — | — | $879K | 1.9% | |
| Ivy Mid Cap Growth I | Other securities | — | — | $844K | 1.9% | |
| Fidelity FDM Index Fund 2060 | Common Collective Trusts | — | — | $774K | 1.7% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $698K | 1.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $390K | 0.9% | |
| Fidelity FDM Index Fund 2065 | Common Collective Trusts | — | — | $373K | 0.8% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $311K | 0.7% | |
| Fidelity FDM Index Fund 2010 | Common Collective Trusts | — | — | $246K | 0.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $185K | 0.4% | |
| iShares Developed Real Estate Index | Other securities | — | — | $20K | <0.1% | |
| Fidelity FDM IDX INC IPR | Common Collective Trusts | — | — | $14K | <0.1% | |
| Fidelity Government Market K6 | Mutual Funds | — | — | $13K | <0.1% | |
| Fidelity FDM Index Fund 2015 | Common Collective Trusts | — | — | $106 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $15K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS, LLP | 44-0160260 | — | ACCOUNTANT | $15K | — |
