Original filing (PDF)20250416220542NAL0000126755019

HOFF BROTHERS LLC D/B/A HOFF PRIVATE WEALTH

Name: HOFF BROTHERS LLC D/B/A HOFF PRIVATE WEALTH — HOFF BROTHERS LLC D/B/A HOFF PRIVATE WEALTH 401(K) PLAN, Form 5500 (2024)
Creator: HOFF BROTHERS LLC D/B/A HOFF PRIVATE WEALTH

Form 5500-SF

FILING_RECEIVED

HOFF BROTHERS LLC D/B/A HOFF PRIVATE WEALTH 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$187K

Net assets (EOY)

$187K

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.

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 & Insurancesee all

Plan administrator