Original filing (PDF)20250327095808NAL0026325312001

JO ANN HOFFMAN & ASSOCIATES, P.A.

Name: JO ANN HOFFMAN & ASSOCIATES, P.A. — JO ANN HOFFMAN & ASSOCIATES, P.A. 401K PLAN, Form 5500 (2024)
Creator: JO ANN HOFFMAN & ASSOCIATES, P.A.

Form 5500-SF

FILING_RECEIVED

JO ANN HOFFMAN & ASSOCIATES, P.A. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JO ANN HOFFMAN & ASSOCIATES, P.A..

Plan sponsor

Name

JO ANN HOFFMAN & ASSOCIATES, P.A.

EIN