How big is The Hoffman Agency's plan?

The Hoffman Agency's plan reported $1.6M in assets and 51 participants for 2024.

Original filing (PDF)20250618161732NAL0001497763001

The Hoffman Agency

Name: The Hoffman Agency — The Hoffman Agency 401(k), Form 5500 (2024)
Creator: The Hoffman Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Hoffman Agency 401(k) Retirement Plan

401(k) retirement plan · The Hoffman Agency's The Hoffman Agency 401(k) Retirement Plan held $1.6M in plan assets for 51 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

LOIS Holmes signed The Hoffman Agency's 2024 Form 5500 as plan administrator.

LOIS Holmes — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Hoffman Agency's EIN is 42-0993620.

EIN 42-0993620

Plan number 001

Plan year 2024

ACK ID 20250618161732NAL0001497763001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Hoffman Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Hoffman Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Vendor & structure

100

Knocking points off