Original filing (PDF)20251013090107NAL0000399395001

HOFFMAN HOMES, INC.

Name: HOFFMAN HOMES, INC. — HOFFMAN HOMES, INC. EMPLOYEE BENEFIT PLAN, Form 5500 (2024)
Creator: HOFFMAN HOMES, INC.

Form 5500

FILING_RECEIVED

HOFFMAN HOMES, INC. EMPLOYEE BENEFIT PLAN

Health & welfare plan

Signals · 1

No recordkeeper disclosed

Active participants

118

Accounts w/ balance

—

Plan assets (EOY)

—

Net assets (EOY)

—

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
No recordkeeper disclosed on Schedule C.

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 HOFFMAN HOMES, INC..

Plan sponsor

Name

HOFFMAN HOMES, INC.

EIN

23-2732296

Address

815 ORPHANAGE ROAD · LITTLESTOWN, PA · 17340

Phone

(717) 359-7148

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Broker

Name	EIN	Location	Relation	Direct comp	Indirect comp
BROWN & BROWN (PA)	20-0878127	—	BROKER	$46K	—
THE BENECON GROUP	23-1315351	—	BROKER	$22K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL BLUECROSS	23-0455154	—	ADMIN	$26K	—
CONNECTCARE3	26-1768616	—	PATIENT ADVOCATE	$7K	—
INNOVU	—	PITTSBURGH, PA	OTHER	$5K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.