John Bunselmeyer signed Hoffman Supply Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hoffman Supply Company, Inc.'s EIN is 43-0832288.
Download the official 2024 Form 5500 (PDF) for Hoffman Supply Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hoffman Supply Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 27-2037969 | — | RECORDKEEPER | $813 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Self-Direct Invest Fund Separetely Managed Account | Mutual Funds | — | — | $10.9M | 56.7% | |
| T. Rowe Price Retirement 2045 Mutual Fund | Other securities | — | — | $955K | 5.0% | |
| T. Rowe Price Retirement 2035 Mutual Fund | Other securities | — | — | $694K | 3.6% | |
| T. Rowe Price U.S. Equity Rese Mutual Fund | Other securities | — | — | $683K | 3.6% | |
| BlackRock 80/20 Target Alloc I Mutual Fund | Other securities | — | — | $614K | 3.2% | |
| T. Rowe Price Retirement 2030 Mutual Fund | Other securities | — | — | $571K | 3.0% | |
| T. Rowe Price Retirement 2040 Mutual Fund | Other securities | — | — | $554K | 2.9% | |
| Vanguard 500 Index Adm Mutual Fund | Common Collective Trusts | — | — | $531K | 2.8% | |
| T. Rowe Price Retirement 2060 Mutual Fund | Other securities | — | — | $439K | 2.3% | |
| T. Rowe Price Retirement 2055 Mutual Fund | Other securities | — | — | $419K | 2.2% | |
| T. Rowe Price Retirement 2050 Mutual Fund | Other securities | — | — | $393K | 2.0% | |
| Schwabe Value Adv Money Fund Mutual Fund | Other securities | — | — | $391K | 2.0% | |
| BlackRock 40/60 Target Alloc I Mutual Fund | Other securities | — | — | $236K | 1.2% | |
| T. Rowe Price Retirement 2025 Mutual Fund | Other securities | — | — | $225K | 1.2% | |
| Schwab Self-Direct Cash Fund Money Market Fund | Mutual Funds | — | — | $215K | 1.1% | |
| Vanguard Total Bond Market Ind Mutual Fund | Mutual Funds | — | — | $186K | 1.0% | |
| Vanguard Extended Market Index Mutual Fund | Mutual Funds | — | — | $168K | 0.9% | |
| Baird Core Plus Bond Inst Mutual Fund | Other securities | — | — | $146K | 0.8% | |
| American Funds EuroPacific Gr Mutual Fund | Mutual Funds | — | — | $99K | 0.5% | |
| Vanguard Strategic Equity Inv Mutual Fund | Mutual Funds | — | — | $38K | 0.2% | |
| T. Rowe Price Retirement 2010 Mutual Fund | Other securities | — | — | $36K | 0.2% | |
| T. Rowe Price Retirement 2065 Mutual Fund | Other securities | — | — | $24K | 0.1% | |
| BlackRock 60/40 Target Alloc I Mutual Fund | Other securities | — | — | $23K | 0.1% | |
| Vanguard Total Intl Stock Inde Mutual Fund | Mutual Funds | — | — | $21K | 0.1% | |
| T. Rowe Price Retirement 2015 Mutual Fund | Other securities | — | — | $6K | <0.1% | |
| T. Rowe Price Retirement 2020 Mutual Fund | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
