Jared Morgan signed Hogan Resources LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hogan Resources LLC's EIN is 87-3784452.
Download the official 2024 Form 5500 (PDF) for Hogan Resources LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hogan Resources LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | ADVISOR | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPM LG CAP GROWTH R6 Mutual Fund N/A | Other securities | — | — | $3.3M | 16.5% | |
| JPM US LGCP CR PL R5 Mutual Fund N/A | Other securities | — | — | $2.0M | 10.3% | |
| Fidelity Asset Manager 60% Mutual Fund N/A | Mutual Funds | — | — | $1.5M | 7.4% | |
| Parnassus Val EQ Mutual Fund N/A | Other securities | — | — | $1.3M | 6.7% | |
| Guggenheim Total Return Bond Mutual Fund N/A | Other securities | — | — | $1.2M | 6.2% | |
| MS Institutional Fund, Inc. Class I Mutual Fund N/A | Common Stocks | — | — | $1.1M | 5.7% | |
| WM BLAIR SM CP GR R6 Mutual Fund N/A | Other securities | — | — | $981K | 4.9% | |
| Ivy Mid Cap Income Opportunities Mutual Fund N/A | Other securities | — | — | $964K | 4.9% | |
| HTFD Strat. Inc R6 Mutual Fund N/A | Common Stocks | — | — | $911K | 4.6% | |
| Fidelity Asset MGR 40% Mutual Fund N/A | Mutual Funds | — | — | $888K | 4.5% | |
| J H ENTERPRISE N Mutual Fund N/A | Other securities | — | — | $861K | 4.3% | |
| Calvert INTL EQ R6 Mutual Fund N/A | Other securities | — | — | $594K | 3.0% | |
| COL DIVIDEND INC I Mutual Fund N/A | Common Stocks | — | — | $593K | 3.0% | |
| Common Collective Trust Galliard Stable Return C Common Collective Trust N/A | Common Collective Trusts | — | — | $523K | 2.6% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $523K | 2.6% | |
| GS INTL EQ INC R6 Mutual Fund N/A | Common Stocks | — | — | $445K | 2.2% | |
| Loomis Sayles Global Allocation Y Mutual Fund N/A | Other securities | — | — | $405K | 2.0% | |
| Maturing 2025-2030 * Notes receivable from participants Interest - 4.25% - 9.5% N/A | Bonds / Notes | — | — | $308K | 1.6% | |
| Fidelity Intl Small Cap Mutual Fund N/A | Mutual Funds | — | — | $297K | 1.5% | |
| MS MK HY CORP BD R6 Mutual Fund N/A | Common Stocks | — | — | $245K | 1.2% | |
| Calmos MKT NEU/INC I Mutual Fund N/A | Common Stocks | — | — | $243K | 1.2% | |
| Fidelity Asset Manager 85% Mutual Fund N/A | Mutual Funds | — | — | $237K | 1.2% | |
| UM BEHAVIORAL VAL R6 Mutual Fund N/A | Other securities | — | — | $217K | 1.1% | |
| BUFFALO INTL INST Mutual Fund N/A | Other securities | — | — | $216K | 1.1% | |
| BROKERAGELINK Mutual Fund N/A | Other securities | — | — | $191K | 1.0% | |
| TRP EM MKT Corp BD I Mutual Fund N/A | Common Stocks | — | — | $118K | 0.6% | |
| Columbia Capital Alloc Aggressive Mutual Fund N/A | Other securities | — | — | $60K | 0.3% | |
| EV Floating Rate I Mutual Fund N/A | Bonds / Notes | — | — | $57K | 0.3% | |
| Fidelity Asset Manager 20% Mutual Fund N/A | Mutual Funds | — | — | $18K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
