Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
EIN 22-2579259financial servicesLatest filing 2025
Plans
2
Retirement
2
$15.7M assets
Welfare
0
Participants
12
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $15.7M assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE HOGAN-KNOTTS FINANCIAL GROUP, INC. RETIREMENT TRUST
401k
Assets$14.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE HOGAN-KNOTTS FINANCIAL GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE HOGAN-KNOTTS FINANCIAL GROUP, INC. RETIREMENT TRUST | 401k | $14.5M | 6 | 2025 | |
| 002 | THE HOGAN-KNOTTS FINANCIAL GROUP, INC. CASH BALANCE PLAN | CashBalance | $1.2M | 6 | 2025 |
Retirement plans