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Original filing (PDF)20231010143134NAL0027913793001
HOFFMASTER GROUP, INC.
Form 5500
FILING_RECEIVED
HOFFMASTER GROUP, INC. 401K AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
10 collective trusts
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)
89
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOFFMASTER GROUP, INC..
Plan sponsor
Name
HOFFMASTER GROUP, INC.
EIN
20-3642844
Address
2920 NORTH MAIN STREET · OSHKOSH, WI · 549032038
Phone
(920) 235-9356
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $144K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING OPERA | 26-4310632 | — | INVESTMENT ADVISOR | $74K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | AUDITOR | $13K | — |
Investments
10 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMERICAN CENTURY IN RTMNT TRUST I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | $0 | — |
| AMERICAN CENTURY RTMNT 2025 TRUST I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | $0 | — |
| AMERICAN CENTURY RTMNT 2030 TRUST I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | $0 | — |
| AMERICAN CENTURY RTMNT 2035 TRUST I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | $0 | — |
| AMERICAN CENTURY RTMNT 2040 TRUST I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | $0 | — |
| AMERICAN CENTURY RTMNT 2045 TRUST I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | $0 | — |
| AMERICAN CENTURY RTMNT 2050 TRUST I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | $0 | — |
| AMERICAN CENTURY RTMNT 2055 TRUST I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | $0 | — |
| AMERICAN CENTURY RTMNT 2060 TRUST I AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | $0 | — |
| PUTNAM STABLE VALUE 35 PUTNAM · EIN 04-3159710 / PN 702 | Common Collective Trust | $0 | — |