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Original filing (PDF)20251015161359NAL0002614499001
HOFFMAN TRANSPORTATION
Form 5500
FILING_RECEIVED
HOFFMAN TRANSPORTATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
254
Accounts w/ balance
224
Plan assets (EOY)
$24.2M
Net assets (EOY)
$24.2M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- 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 TRANSPORTATION.
Plan sponsor
Name
HOFFMAN TRANSPORTATION
EIN
36-3079839
Address
P.O. BOX 810 · CHANNAHON, IL · 60410
Phone
(815) 424-0166
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEISS AND COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISOR | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCP RETREMENT SERVICES LLC | — | CHICAGO, IL | THIRD PARTY ADMINISTRATOR | $0 | — |
Investments
37 direct securities· $24.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Voya Fixed Account Guaranteed interest account | — | — | — | $2.6M | 10.9% | |
| JPMorgan Equity Income Fund Registered Investment Company | — | — | — | $2.5M | 10.2% | |
| Vanguard Total Stock Market Index Fund Registered Investment Company | — | — | — | $2.3M | 9.4% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | — | — | — | $2.0M | 8.2% | |
| JPMorgan Large Cap Growth Fund Class R6 Registered Investment Company | — | — | — | $1.7M | 6.9% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company | — | — | — | $1.6M | 6.6% | |
| American Funds New Perspective Fund Registered Investment Company | — | — | — | $1.0M | 4.3% | |
| Vanguard LifeStrategy Moderate Growth Fund Registered Investment Company | — | — | — | $1.0M | 4.1% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company | — | — | — | $947K | 3.9% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company | — | — | — | $875K | 3.6% | |
| American Funds EuroPacific Growth Fund Registered Investment Company | — | — | — | $663K | 2.7% | |
| Vanguard Mid-Cap Index Fund Registered Investment Company | — | — | — | $621K | 2.6% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Company | — | — | — | $606K | 2.5% | |
| Vanguard Target Retirement 2020 Fund Registered Investment Company | — | — | — | $539K | 2.2% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company | — | — | — | $499K | 2.1% | |
| DFA U.S. Small Cap Portfolio Registered Investment Company | — | — | — | $483K | 2.0% | |
| Victory Sycamore Established Value Fund Registered Investment Company | — | — | — | $472K | 2.0% | |
| American Funds American Balanced Fund Registered Investment Company | — | — | — | $462K | 1.9% | |
| Voya Intermediate Bond Fund Registered Investment Company | — | — | — | $457K | 1.9% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company | — | — | — | $453K | 1.9% | |
| PIMCO Real Return Fund Registered Investment Company | — | — | — | $368K | 1.5% | |
| DFA U.S. Targeted Value Portfolio Registered Investment Company | — | — | — | $353K | 1.5% | |
| Vanguard Target Retirement 2025 Fund Registered Investment Company | — | — | — | $324K | 1.3% | |
| American Funds Capital Income Builder Registered Investment Company | — | — | — | $312K | 1.3% | |
| Vanguard LifeStrategy Growth Fund Registered Investment Company | — | — | — | $253K | 1.0% | |
| American Beacon Stephens Mid-Cap Growth Fund Registered Investment Company | — | — | — | $187K | 0.8% | |
| PGIM High Yield Fund Registered Investment Company | — | — | — | $111K | 0.5% | |
| Invesco Developing Markets Fund Registered Investment Company | — | — | — | $108K | 0.4% | |
| Vanguard Target Retirement Income Fund Registered Investment Company | — | — | — | $89K | 0.4% | |
| ClearBridge Small Cap Growth Fund Registered Investment Company | — | — | — | $76K | 0.3% | |
| Vanguard LifeStrategy Income Fund Registered Investment Company | — | — | — | $62K | 0.3% | |
| Vanguard LifeStrategy Conservative Growth Fund Registered Investment Company | — | — | — | $59K | 0.2% | |
| PIMCO Commodity Real Return Strategy Fund Registered Investment Company | — | — | — | $51K | 0.2% | |
| DFA Global Real Estate Securities Portfolio Registered Investment Company | — | — | — | $50K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Registered Investment Company | — | — | — | $27K | 0.1% | |
| American Funds Capital World Bond Fund Registered Investment Company | — | — | — | $11K | <0.1% | |
| Voya Money Mkt Fund A (Holding Acct) Interest-bearing cash | — | — | — | $2K | <0.1% |
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