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Original filing (PDF)20251007094950NAL0002557459001
HOFFMASTER GROUP, INC.
Form 5500
FILING_RECEIVED
HOFFMASTER GROUP CONSOLIDATED PENSION PLAN
Defined-benefit pension plan
Signals · 1
~259 bps in Sched C fees
Active participants
10
Accounts w/ balance
—
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
How this plan invests
This plan
432 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- 259 bps in Schedule C fees — 398% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
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 · 54901
Phone
(315) 750-9425
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAccountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT | $22K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 22-2232264 | — | ACTUARY | $112K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310632 | — | NONE | $54K | — |
| MIDWEST INSTITUTIONAL TRUST COMPANY | — | MILWAUKEE, WI | NONE | $22K | — |
| ALIGHT SOLUTIONS LLC | 36-2235791 | — | NONE | $3K | — |
Investments
430 direct securities· $8.0M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Core Bond Fund | — | — | $815K | $791K | 9.6% | |
| Ishares Russell 1000 Growth ETF | — | — | $265K | $765K | 9.3% | |
| Ishares Russell 1000 Value ETF | — | — | $554K | $720K | 8.8% | |
| Ironwood Instit MS LLC | — | — | $460K | $499K | 6.1% | |
| Vanguard Ftse Developed Markets ETF | — | — | $318K | $358K | 4.4% | |
| Lord Abbett Short Duration Income Fund | — | — | $364K | $347K | 4.2% | |
| Gqg Partners Emerging Markets Equity Fund | — | — | $254K | $248K | 3.0% | |
| Morgan Stanley Citigroup Bank Deposit Program | — | — | $161K | $161K | 2.0% | |
| Vanguard Ftse Emerging Markets ETF | — | — | $94K | $95K | 1.2% | |
| Microsoft Corp | — | — | $45K | $77K | 0.9% | |
| Apple Inc | — | — | $52K | $74K | 0.9% | |
| GS Fin Sq Gov #465 | — | — | $58K | $58K | 0.7% | |
| Amazon.Com Inc | — | — | $25K | $57K | 0.7% | |
| US Treasury Note, 3.50%, 01/31/2030 | — | — | $56K | $56K | 0.7% | |
| Meta Platform, Inc. | — | — | $18K | $45K | 0.5% | |
| Federal Natl Mtg Assn Gtd Passthru, 3.50%, 05/01/2052 | — | — | $48K | $44K | 0.5% | |
| US Treasury Note, 2.875% 08/15/2028 | — | — | $43K | $44K | 0.5% | |
| Alphabet Inc | — | — | $29K | $43K | 0.5% | |
| Ishares Russell Mid-Cap Growth ETF | — | — | $15K | $42K | 0.5% | |
| Broadcom Inc | — | — | $13K | $41K | 0.5% | |
| US Treasury Note, 4.125%, 07/31/2031 | — | — | $42K | $40K | 0.5% | |
| US Treasury Note, 4.625%, 09/30/2030 | — | — | $39K | $38K | 0.5% | |
| US Treasury Bond, 4.250%, 02/15/2054 | — | — | $37K | $36K | 0.4% | |
| Federal Natl Mtg Assn Gtd Passthru, 5.50%, 05/01/2054 | — | — | $36K | $35K | 0.4% | |
| Ishares Russell Mid-Cap Value ETF | — | — | $21K | $35K | 0.4% | |
| US Treasury Note, 3.375%, 05/15/2033 | — | — | $35K | $33K | 0.4% | |
| JPMorgan Chase & Co | — | — | $20K | $32K | 0.4% | |
| Federal Natl Mtg Assn Gtd Passthru, 3.00%, 03/01/2052 | — | — | $38K | $32K | 0.4% | |
| Ishares Russell 2000 Growth ETF | — | — | $16K | $32K | 0.4% | |
| Zurn Elkay Water Solutions 817 Accenture | — | — | $23K | $31K | 0.4% | |
| Taiwan Semiconductor MFG Co | — | — | $11K | $31K | 0.4% | |
| Ishares Russell 2000 Value ETF | — | — | $19K | $30K | 0.4% | |
| Federal Natl Mtg Assn Gtd Passthru, 4.50%, 11/01/2052 | — | — | $31K | $30K | 0.4% | |
| Federal Home Ln Mtg Corp Partn CTF, 5.00%, 01/01/2053 | — | — | $30K | $30K | 0.4% | |
| Tesla, Inc | — | — | $19K | $29K | 0.3% | |
| Federal Home Ln Mtg Corp Partn CTF, 2.50%, 01/01/2051 | — | — | $36K | $28K | 0.3% | |
| Roche Hldg | — | — | $27K | $27K | 0.3% | |
| Lvmh Moet Hennessy Louis Vuitton | — | — | $21K | $27K | 0.3% | |
| Walmart Inc. | — | — | $16K | $26K | 0.3% | |
| Brookfield Asset Mgmt Inc | — | — | $14K | $25K | 0.3% | |
| Netflix Inc | — | — | $13K | $25K | 0.3% | |
| Experian Group | — | — | $18K | $24K | 0.3% | |
| Mastercard Inc | — | — | $18K | $24K | 0.3% | |
| Federal Natl Mtg Assn Gtd Passthru, 4.00%, 07/01/2052 | — | — | $25K | $24K | 0.3% | |
| Diageo PLC | — | — | $27K | $23K | 0.3% | |
| Iqvia Hldgs Inc 936 Johnson & Johnson | — | — | $25K | $23K | 0.3% | |
| Erste Group Bank | — | — | $14K | $22K | 0.3% | |
| ING Groep N V | — | — | $14K | $22K | 0.3% | |
| US Treasury Note, 3.25%, 06/30/2027 | — | — | $21K | $21K | 0.3% | |
| Patrick Inds Inc Com 551 Sony Corp Amern | — | — | $14K | $21K | 0.3% | |
| International Seaways Inc 589 Cameco Corp | — | — | $4K | $21K | 0.3% | |
| Home Depot Inc | — | — | $18K | $21K | 0.3% | |
| Safran | — | — | $14K | $20K | 0.2% | |
| Daikin Inds | — | — | $26K | $20K | 0.2% | |
| Oxford Inds Inc 466 Pan Pac Intl Hldgs Corp | — | — | $14K | $20K | 0.2% | |
| Federal Natl Mtg Assn Gtd Passthru, 2.50%, 06/01/2050 | — | — | $25K | $20K | 0.2% | |
| Liberty Energy Inc 804 Magnolia Oil & Gas Corp 689 Matador Res Co 864 Pbf Energy Inc 380 Totalenergies SE | — | — | $19K | $20K | 0.2% | |
| International Business Machs Corp | — | — | $15K | $20K | 0.2% | |
| Ufp Technologies Inc 528 Unitedhealth Group Inc | — | — | $19K | $19K | 0.2% | |
| McDonalds Corp | — | — | $17K | $19K | 0.2% | |
| Hermes Intl | — | — | $10K | $19K | 0.2% | |
| Lilly Eli & Co | — | — | $13K | $19K | 0.2% | |
| Dbs Group Hldgs | — | — | $8K | $18K | 0.2% | |
| Adient PLC 351 Ferrari N V | — | — | $8K | $18K | 0.2% | |
| Coca Cola Co | — | — | $18K | $18K | 0.2% | |
| Option Care health Center Inc 409 Otsuka Hldgs Co | — | — | $12K | $18K | 0.2% | |
| AIA Group | — | — | $22K | $18K | 0.2% | |
| Cheniere Energy Partners LP, 4.50%, 10/01/2029 | — | — | $19K | $17K | 0.2% | |
| Air Liquide | — | — | $14K | $17K | 0.2% | |
| Choice Hotels Intl Inc 570 Columbia Sportswear Co 628 Compass Group PLC | — | — | $11K | $17K | 0.2% | |
| Asml Holding | — | — | $10K | $17K | 0.2% | |
| Coca-Cola Europacific Partners PLC | — | — | $11K | $17K | 0.2% | |
| Ashtead Group | — | — | $9K | $17K | 0.2% | |
| United Rentals North Amer Inc, 4.875%, 01/15/2028 | — | — | $17K | $17K | 0.2% | |
| Servicenow Inc | — | — | $12K | $17K | 0.2% | |
| Service Corp Intl, 5.125%, 06/01/2029 | — | — | $18K | $16K | 0.2% | |
| Abbvie Inc | — | — | $11K | $16K | 0.2% | |
| Central Garden & Pet Co, 4.125%, 10/15/2030 | — | — | $18K | $16K | 0.2% | |
| Haleon PLC | — | — | $10K | $16K | 0.2% | |
| Bank of NT Butterfield&Son 835 Credicorp LTD | — | — | $11K | $16K | 0.2% | |
| Exxon Mobil Corp | — | — | $12K | $16K | 0.2% | |
| Freeport McMoran Inc, 5.00%, 09/01/2027 | — | — | $16K | $16K | 0.2% | |
| Sunoco Fin Corp, 4.50%, 05/15/2029 | — | — | $16K | $16K | 0.2% | |
| Qorvo Inc, 4.375%, 10/15/2029 | — | — | $18K | $16K | 0.2% | |
| Ares Cap Corp, 3.25%, 07/15/2025 | — | — | $15K | $16K | 0.2% | |
| Procter & Gamble Co | — | — | $13K | $16K | 0.2% | |
| Charter Communications Oper, 5.05%, 03/30/2029 | — | — | $16K | $16K | 0.2% | |
| Fanuc Corporation | — | — | $21K | $16K | 0.2% | |
| Michelin Compagnie Generale Des Etablissements | — | — | $13K | $15K | 0.2% | |
| Industria De Diseno Textil Ind | — | — | $6K | $15K | 0.2% | |
| Citigroup Inc, Var Rate, 03/31/2031 | — | — | $15K | $15K | 0.2% | |
| Bank of America Corp | — | — | $14K | $15K | 0.2% | |
| Munich RE Group | — | — | $7K | $15K | 0.2% | |
| Middleby Corp 928 Monotaro Co | — | — | $13K | $15K | 0.2% | |
| Federal Home Ln Mtg Corp Partn CTF, 2.00%, 02/01/2051 | — | — | $20K | $15K | 0.2% | |
| Bank Amer Corp, Var Rate, 04/24/2038 | — | — | $19K | $15K | 0.2% | |
| Cisco Sys Inc | — | — | $13K | $15K | 0.2% | |
| Blackstone Inc | — | — | $9K | $15K | 0.2% | |
| Novo-Nordisk | — | — | $8K | $15K | 0.2% | |
| Asbury Automotive Group Inc, 4.75%, 03/01/2030 | — | — | $15K | $15K | 0.2% | |
| T Mobile USA Inc, 4.75%, 02/01/2028 | — | — | $16K | $15K | 0.2% | |
| Intuitive Surgical Inc | — | — | $11K | $15K | 0.2% | |
| Alcon Inc | — | — | $10K | $15K | 0.2% | |
| Abbott Laboratories | — | — | $15K | $15K | 0.2% | |
| Chevron Corp | — | — | $11K | $14K | 0.2% | |
| Trane Technologies | — | — | $7K | $14K | 0.2% | |
| Quanta Svcs Inc, 2.35%, 01/15/2032 | — | — | $17K | $14K | 0.2% | |
| Oracle Corp | — | — | $8K | $14K | 0.2% | |
| Wells Fargo & Co, Var Rate, 03/02/2033 | — | — | $14K | $14K | 0.2% | |
| Sap | — | — | $5K | $14K | 0.2% | |
| DSM Firmenich | — | — | $16K | $14K | 0.2% | |
| Assa Abloy | — | — | $11K | $14K | 0.2% | |
| Equinix Inc, 3.20%, 11/18/2029 | — | — | $16K | $14K | 0.2% | |
| Griffon Corp 936 H & E Equip Svcs Inc 828 Honeywell International Inc | — | — | $13K | $14K | 0.2% | |
| L'Oreal | — | — | $13K | $14K | 0.2% | |
| Wells Fargo & Co | — | — | $9K | $14K | 0.2% | |
| Comcast Corp | — | — | $18K | $13K | 0.2% | |
| Marsh & McLennan Cos | — | — | $9K | $13K | 0.2% | |
| Symrise | — | — | $13K | $13K | 0.2% | |
| Duke Energy Corp, 2.55%, 06/15/2031 | — | — | $15K | $13K | 0.2% | |
| Parker Hannifin Corp | — | — | $6K | $13K | 0.2% | |
| Smc Corp Japan | — | — | $14K | $13K | 0.2% | |
| Chubb LTD | — | — | $7K | $12K | 0.2% | |
| Amadeus IT Group | — | — | $11K | $12K | 0.2% | |
| Novartis | — | — | $10K | $12K | 0.1% | |
| Sysco Corp, 3.30%, 02/15/2050 | — | — | $19K | $12K | 0.1% | |
| Comcast Corp, 4.70%, 10/15/2048 | — | — | $17K | $12K | 0.1% | |
| Willscot Mobil Mini Hldng Corp 561 Wolters Kluwer | — | — | $9K | $12K | 0.1% | |
| Analog Devices Inc | — | — | $9K | $12K | 0.1% | |
| Atkore Inc. 787 Atlas Copco | — | — | $9K | $12K | 0.1% | |
| Crocs Inc 614 D R Horton Inc | — | — | $13K | $12K | 0.1% | |
| Unifirst Corp 852 Union Pac Corp | — | — | $11K | $12K | 0.1% | |
| Gsk | — | — | $16K | $12K | 0.1% | |
| JPMorgan Chase & Co, 3.328%, 04/22/2052 | — | — | $12K | $12K | 0.1% | |
| Asm Intl | — | — | $7K | $12K | 0.1% | |
| AT&T Inc | — | — | $8K | $11K | 0.1% | |
| Coloplast As | — | — | $12K | $11K | 0.1% | |
| Unilever PLC | — | — | $11K | $11K | 0.1% | |
| Hoya Corp | — | — | $7K | $11K | 0.1% | |
| Merchants Bancorp Ind 208 Morgan Stanley | — | — | $9K | $11K | 0.1% | |
| Automatic Data Processing Inc | — | — | $9K | $11K | 0.1% | |
| CIRRUS Logic Inc 857 Cognizant Tech Solutions Crp 938 Dassault Sys | — | — | $12K | $11K | 0.1% | |
| Ryerson Hldg Corp 368 Shin Etsu Chem Co | — | — | $7K | $11K | 0.1% | |
| Sgs Societe Generale De Surveillance | — | — | $10K | $11K | 0.1% | |
| Staar Surgical Co 379 Sysmex Corp | — | — | $10K | $10K | 0.1% | |
| Kkr & Co Inc | — | — | $8K | $10K | 0.1% | |
| Blackrock Inc | — | — | $7K | $10K | 0.1% | |
| Goldman Sachs Group Inc | — | — | $9K | $10K | 0.1% | |
| Azenta Inc. 563 Csl LTD | — | — | $9K | $10K | 0.1% | |
| Bank New York Mellon Corp | — | — | $7K | $10K | 0.1% | |
| PNC Finl Svcs Group Inc | — | — | $9K | $10K | 0.1% | |
| Akzo Nobel | — | — | $15K | $10K | 0.1% | |
| Canadian Natl Ry Co | — | — | $11K | $10K | 0.1% | |
| CME Group Inc | — | — | $8K | $9K | 0.1% | |
| Regal Rexnord Corporation 766 Rentokil Initial | — | — | $12K | $9K | 0.1% | |
| Bristol Myers Squibb Co | — | — | $9K | $9K | 0.1% | |
| Descartes Sys | — | — | $5K | $9K | 0.1% | |
| Infineon Technologies | — | — | $10K | $9K | 0.1% | |
| Universal Music Group | — | — | $9K | $9K | 0.1% | |
| Sage Group | — | — | $8K | $9K | 0.1% | |
| Spotify Technology | — | — | $4K | $9K | 0.1% | |
| US Treasury Bond, 4.000%, 11/15/2042 | — | — | $10K | $9K | 0.1% | |
| Transdigm Group Inc | — | — | $6K | $9K | 0.1% | |
| Northrop Grumman Corp | — | — | $7K | $9K | 0.1% | |
| Lam Resh Corp | — | — | $8K | $9K | 0.1% | |
| Arista Networks Inc | — | — | $5K | $9K | 0.1% | |
| Kubota Corp | — | — | $12K | $9K | 0.1% | |
| Visa Inc | — | — | $6K | $9K | 0.1% | |
| Heineken N V | — | — | $13K | $9K | 0.1% | |
| Kbr Inc 925 Kirby Corp 802 Kone Oyj | — | — | $7K | $9K | 0.1% | |
| Merck Kgaa | — | — | $10K | $9K | 0.1% | |
| Constellium 356 Linde | — | — | $6K | $8K | 0.1% | |
| Madden Steven LTD 625 Magna International Inc | — | — | $11K | $8K | 0.1% | |
| Disney Walt Co | — | — | $8K | $8K | 0.1% | |
| Mondelez Intl Inc | — | — | $9K | $8K | <0.1% | |
| Southern Co | — | — | $7K | $8K | <0.1% | |
| Salesforce Inc | — | — | $8K | $8K | <0.1% | |
| Merck & Co Inc | — | — | $7K | $8K | <0.1% | |
| TJX Cos Inc | — | — | $6K | $8K | <0.1% | |
| Ollies Bargain Outlt Hldgs Inc | — | — | $6K | $8K | <0.1% | |
| Acushnet Holdings Corp 883 Adidas AG | — | — | $4K | $8K | <0.1% | |
| Eog Res Inc | — | — | $5K | $8K | <0.1% | |
| Berkshire Hathaway Inc | — | — | $8K | $8K | <0.1% | |
| Booz Allen Hamilton Hldg Corp | — | — | $5K | $8K | <0.1% | |
| Doordash Inc | — | — | $4K | $7K | <0.1% | |
| Entergy Corp | — | — | $5K | $7K | <0.1% | |
| Illinois Tool Wks Inc | — | — | $7K | $7K | <0.1% | |
| US Foods Hldg Corp | — | — | $6K | $7K | <0.1% | |
| Waste Management Inc | — | — | $6K | $7K | <0.1% | |
| Ringcentral Inc 517 Sps Comm Inc | — | — | $6K | $7K | <0.1% | |
| Onto Innovation Inc | — | — | $6K | $7K | <0.1% | |
| Valero Energy Corp | — | — | $5K | $7K | <0.1% | |
| Lonza Group | — | — | $6K | $7K | <0.1% | |
| Lockheed Martin Corp | — | — | $5K | $7K | <0.1% | |
| US Treasury Bond, 4.000%, 11/15/2052 | — | — | $8K | $7K | <0.1% | |
| Terex Corp 838 3M Co | — | — | $7K | $7K | <0.1% | |
| Conocophillips | — | — | $5K | $6K | <0.1% | |
| Intuit | — | — | $4K | $6K | <0.1% | |
| Kla Corporation | — | — | $3K | $6K | <0.1% | |
| Mercadolibre Inc | — | — | $4K | $6K | <0.1% |
Showing top 200 of 430 investments by value.