Original filing (PDF)20241015170048NAL0030424641001

HOGAN & ASSOCIATES CONSTRUCTION, INC.

Name: HOGAN & ASSOCIATES CONSTRUCTION, INC. — HOGAN & ASSOCIATES CONSTRUCTION 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: HOGAN & ASSOCIATES CONSTRUCTION, INC.

Form 5500

FILING_RECEIVED

HOGAN & ASSOCIATES CONSTRUCTION 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

1 failed disclosure

Active participants

356

Accounts w/ balance

235

Plan assets (EOY)

$17.2M

Net assets (EOY)

$17.2M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOGAN & ASSOCIATES CONSTRUCTION, INC..

Plan sponsor

Name

HOGAN & ASSOCIATES CONSTRUCTION, INC.

EIN

87-0548214

Address

940 NORTH 1250 WEST · CENTERVILLE, UT · 840141356

Phone

(801) 951-7000

Industry

Constructionsee all

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

1 pooled fund· $519K(3% 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.