Original filing (PDF)20260423220716NAL0011039170046

HOFF Brothers LLC d/b/a HOFF Private Wealth

Name: HOFF Brothers LLC d/b/a HOFF Private Wealth — Form 5500 Plan 001 (2025)
Creator: HOFF Brothers LLC d/b/a HOFF Private Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HOFF Brothers LLC d/b/a HOFF Private Wealth 401(k) Plan

401(k) retirement plan · HOFF Brothers LLC d/b/a HOFF Private Wealth's HOFF Brothers LLC d/b/a HOFF Private Wealth 401(k) Plan held $280K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$280K

Net assets (EOY)

$280K

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 (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOFF BROTHERS LLC D/B/A HOFF PRIVATE WEALTH.

Plan sponsor

Name

HOFF BROTHERS LLC D/B/A HOFF PRIVATE WEALTH

EIN

81-4439458all filings

Address

505 S. 24TH AVE · SUITE 102 · WAUSAU, WI · 54401

Phone

(715) 841-0405

Industry

Finance & Insurance

Plan administrator