How big is Hogan & Associates Construction, Inc.'s plan?

Hogan & Associates Construction, Inc.'s plan reported $17.2M in assets and 356 participants for 2023.

Original filing (PDF)20241015170048NAL0030424641001

Hogan & Associates Construction, Inc.

Name: Hogan & Associates Construction, Inc. — Hogan &, Form 5500 (2023)
Creator: Hogan & Associates Construction, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hogan & Associates Construction 401(k) Profit Sharing Plan

401(k) retirement plan · Hogan & Associates Construction, Inc.'s Hogan & Associates Construction 401(k) Profit Sharing Plan held $17.2M in plan assets for 356 participants in 2023, with Fidelity as recordkeeper.

Signals · 3

1 failed disclosure16% employer stockCorrective distributions issued

Active participants

356

Accounts w/ balance

235

Plan assets (EOY)

$17.2M

Net assets (EOY)

$17.2M

People on this filing

Jared Morgan signed Hogan & Associates Construction, Inc.'s 2023 Form 5500 as plan administrator.

Jared Morgan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hogan & Associates Construction, Inc.'s EIN is 87-0548214.

EIN 87-0548214

Plan number 001

Plan year 2023

ACK ID 20241015170048NAL0030424641001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Hogan & Associates Construction, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Hogan & Associates Construction, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Plan sponsor

Name

HOGAN & ASSOCIATES CONSTRUCTION, INC.

EIN

all filings

Address

940 NORTH 1250 WEST · CENTERVILLE, UT · 840141356

Phone

(801) 951-7000

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES FINANCIAL SERVICES	59-2937883	—	ADVISOR	$37K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

32 direct securities · 1 pooled fund· $17.7M(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.

Other securities

$11.3M

17 holdings

Common Stocks

$2.7M

7 holdings

Mutual Funds

$2.4M

6 holdings

Common Collective Trusts

$519K

1 holding

Common Collective Trust

$519K

1 holding

Bonds / Notes

$269K

1 holding

					% of plan
HFTD Core Equity R5 Mutual Fund N/A	Other securities	—	—	$1.8M	10.7%
JPM LG CAP GROWTH R6 Mutual Fund N/A	Other securities	—	—	$1.4M	8.4%
TRP ALL-CAP OPPS I Mutual Fund N/A	Other securities	—	—	$1.4M	8.2%
Parnassus Val EQ Mutual Fund N/A	Other securities	—	—	$1.3M	7.3%
MS Institutional Fund, Inc. Class I Mutual Fund N/A	Common Stocks	—	—	$1.1M	6.4%
Ivy Mid Cap Income Opportunities Mutual Fund N/A	Other securities	—	—	$941K	5.5%
Guggenheim Total Return Bond Mutual Fund N/A	Other securities	—	—	$929K	5.4%
WM BLAIR SM CP GR R6 Mutual Fund N/A	Other securities	—	—	$916K	5.3%
Fidelity Asset Manager 60% Mutual Fund N/A	Mutual Funds	—	—	$915K	5.3%
Artisan Mid Cap Inst Mutual Fund N/A	Other securities	—	—	$841K	4.9%
Fidelity Asset MGR 40% Mutual Fund N/A	Mutual Funds	—	—	$818K	4.8%
Calvert INTL EQ R6 Mutual Fund N/A	Other securities	—	—	$613K	3.6%
Common Collective Trust Galliard Stable Return C Common Collective Trust N/A	Common Collective Trusts	—	—	$519K	3.0%
GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001	Common Collective Trust	—	—	$519K	3.0%
HTFD Strat. Inc R6 Mutual Fund N/A	Common Stocks	—	—	$467K	2.7%
COL DIVIDEND INC ADV Mutual Fund N/A	Common Stocks	—	—	$467K	2.7%
GS INTL EQ INC R6 Mutual Fund N/A	Common Stocks	—	—	$303K	1.8%
Fidelity Asset Manager 85% Mutual Fund N/A	Mutual Funds	—	—	$294K	1.7%
Fidelity Intl Small Cap Mutual Fund N/A	Mutual Funds	—	—	$293K	1.7%
Maturing 2021-2028 * Notes receivable from participants Interest - 4.25% - 9.5% N/A	Bonds / Notes	—	—	$269K	1.6%
MS MK HY CORP BD R6 Mutual Fund N/A	Common Stocks	—	—	$233K	1.4%
Cohen & Steers Real Estate Securities Mutual Fund N/A	Other securities	—	—	$226K	1.3%
Royce Opportunity I Mutual Fund N/A	Other securities	—	—	$220K	1.3%
Loomis Sayles Global Allocation Y Mutual Fund N/A	Other securities	—	—	$193K	1.1%
JPM HEDGED EQ 2 R5 Mutual Fund N/A	Other securities	—	—	$141K	0.8%
BUFFALO INTL INST Mutual Fund N/A	Other securities	—	—	$140K	0.8%
Calmos MKT NEU/INC I Mutual Fund N/A	Common Stocks	—	—	$116K	0.7%
COL Strat Income I2 Mutual Fund N/A	Other securities	—	—	$107K	0.6%
Columbia Capital Alloc Aggressive Mutual Fund N/A	Other securities	—	—	$53K	0.3%
Fidelity Asset Manager 20% Mutual Fund N/A	Mutual Funds	—	—	$51K	0.3%
Lord Abbett High Yield Mutual Fund N/A - EV Floating Rate I Mutual Fund N/A	Mutual Funds	—	—	$49K	0.3%
TRP EM MKT Corp BD I Mutual Fund N/A	Common Stocks	—	—	$32K	0.2%
BROKERAGELINK Mutual Fund N/A	Other securities	—	—	$4K	<0.1%