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Sponsor portfolio

HOGAN AND ASSOCIATES, LLC

EIN 27-5554310-Administrative and Support and Waste Management and Remediation Services-Latest filing 2024
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
8
4346 XERXES AVENUE S - MINNEAPOLIS, MN 55410952-405-6290
Plans on this EIN
2 filings
#001CashBalance-$769K - 4 part#002401k-$578K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • CASH BALANCE PLAN (#001)57%
  • AND ASSOCIATES 401(K) (#002)43%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)4
  • AND ASSOCIATES 401(K) (#002)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HOGAN AND ASSOCIATES CASH BALANCE PLAN

CashBalance

Assets$769K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

HOGAN AND ASSOCIATES 401(K) PLAN

401k

Assets$578K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HOGAN AND ASSOCIATES CASH BALANCE PLANCashBalance$769K42024
002HOGAN AND ASSOCIATES 401(K) PLAN401k$578K42024
Retirement plans
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