Original filing (PDF)20250710114842NAL0005490305001

LEO & EVELYN HOFFER T/A

Name: LEO & EVELYN HOFFER T/A — LEO & EVELYN HOFFER T/A 401(K) PLAN, Form 5500 (2024)
Creator: LEO & EVELYN HOFFER T/A

Form 5500-SF

FILING_RECEIVED

LEO & EVELYN HOFFER T/A 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$133K

Net assets (EOY)

$133K

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

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 LEO & EVELYN HOFFER T/A.

Plan sponsor

Name

LEO & EVELYN HOFFER T/A

EIN

47-1246971

Address

PO BOX 527 · HALLETTSVILLE, TX · 77964

Phone

(361) 798-3254

Industry

Retail Tradesee all

Plan administrator

Name

NORTHEAST RETIREMENT SERVICES,LLC.

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 983-5059

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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