Chris Kingham signed Hogan Assessment Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hogan Assessment Systems, Inc.'s EIN is 73-1306889.
Download the official 2024 Form 5500 (PDF) for Hogan Assessment Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hogan Assessment Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $26K | — |
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 | |||||
|---|---|---|---|---|---|---|
| * Principal Life Insurance Company Prin Fixed Income Guaranteed Option | Guaranteed Income / GIC | — | — | $2.0M | 13.2% | |
| Voya Intermediate Bond R6 Fund | Mutual Funds | — | — | $1.8M | 11.9% | |
| Vanguard Group Vanguard Equity- Inc Adm Fund | Mutual Funds | — | — | $1.5M | 9.7% | |
| Vanguard Group Vanguard Growth Index Adm Fund | Mutual Funds | — | — | $1.5M | 9.6% | |
| BlackRock iShares S& P 500 Index K Fund | Common Collective Trusts | — | — | $1.2M | 8.0% | |
| Vanguard Group Vanguard Intl Growth Adm Fund | Mutual Funds | — | — | $635K | 4.1% | |
| Vanguard Group Vanguard Dev Mkts Index Adm Fund | Mutual Funds | — | — | $624K | 4.1% | |
| The American Funds American Funds NewWorld R6 Fund | Mutual Funds | — | — | $610K | 4.0% | |
| Vanguard Group Vanguard Intl Value Inv Fund | Mutual Funds | — | — | $594K | 3.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $507K | 3.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $485K | 3.2% | |
| BlackRock Lfpth Indx 2050 K Fund | Other securities | — | — | $471K | 3.1% | |
| JP Morgan Funds Undisc Mgrs Behay Value R6 Fund | Other securities | — | — | $450K | 2.9% | |
| Vanguard Group Vanguard MidCap Val Idx Adm Fund | Common Collective Trusts | — | — | $433K | 2.8% | |
| Janus International Holding, LLC JanusHenderson Triton N Fund | Mutual Funds | — | — | $383K | 2.5% | |
| Vanguard Group Vanguard MidCp Grth Idx Adm Fund | Common Collective Trusts | — | — | $373K | 2.4% | |
| BlackRock Lfpth Indx 2045 K Fund | Other securities | — | — | $273K | 1.8% | |
| maturing through July 2032 | Other securities | — | — | $197K | 1.3% | |
| Vanguard Group Vanguard Value Index Adm Fund | Mutual Funds | — | — | $156K | 1.0% | |
| BlackRock Lfpth Indx 2040 K Fund | Other securities | — | — | $135K | 0.9% | |
| BlackRock Lfpth Indx Rtrmt K Fund | Other securities | — | — | $69K | 0.4% | |
| BlackRock Lfpth Indx 2035 K Fund | Other securities | — | — | $48K | 0.3% | |
| Vanguard Group Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $25K | 0.2% | |
| BlackRock Lfpth Indx 2060 K Fund | Other securities | — | — | $20K | 0.1% | |
| BlackRock Lfpth Indx 2065 K Fund | Other securities | — | — | $16K | 0.1% | |
| Vanguard Group Vad Infl- Prot Sec Adm Fund | Mutual Funds | — | — | $9K | <0.1% | |
| Vanguard Group Vanguard FTSE Soc Idx Adm Fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| Calvert Funds Calvert Equity R6 Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
