How big is James P. Hoffman's plan?

James P. Hoffman's plan reported $7.8M in assets and 6 participants for 2024.

Original filing (PDF)20250811114333NAL0009994480001

James P. Hoffman

Name: James P. Hoffman — Hoffman, James P, Form 5500 (2024)
Creator: James P. Hoffman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hoffman, James P

Defined-contribution retirement plan · James P. Hoffman's Hoffman, James P held $7.8M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

People on this filing

James P Hoffman signed James P. Hoffman's 2024 Form 5500 as plan administrator.

James P Hoffman — 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

James P. Hoffman's EIN is 42-1009438.

EIN 42-1009438

Plan number 001

Plan year 2024

ACK ID 20250811114333NAL0009994480001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

James P. Hoffman's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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

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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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Plan sponsor

Name

JAMES P. HOFFMAN

EIN

all filings

Address

3550 270TH AVENUE · P.O. BOX 1087 · KEOKUK, IA · 52632

Phone

(319) 524-4441

Industry

Law Offices· Professional & Technical Services

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

2025-08-11

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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