What public Form 5500 filings show about the Hoffmann Brothers Heating & Air Conditioning 401(k) plan — and how to find and check your own account.
Hoffmann Brothers Heating & Air Conditioning (EIN 43-1474224) reports HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $30.0M in plan assets across 385 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Hoffmann Brothers Heating & Air Conditioning filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Hoffmann Brothers Heating & Air Conditioning 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, CHARLES SCHWAB & CO, MONETA GROUP.
