· 2022–2024 · DOL EFAST2

HOFMEISTER INSURANCE AGENCY, INC. — HOFMEISTER AGENCY SAVINGS AND RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250825093923NAL0015301266001

HOFMEISTER INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

HOFMEISTER AGENCY SAVINGS AND RETIREMENT PLAN

401(k) retirement plan

Active participants

12

Accounts w/ balance

12

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

54

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOFMEISTER INSURANCE AGENCY, INC..

Plan sponsor

Name

HOFMEISTER INSURANCE AGENCY, INC.

EIN

39-1203244

Address

806 WATER AVENUE · PO BOX 428 · HILLSBORO, WI · 546346213

Phone

(608) 489-2441

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-08-25

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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