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Original filing (PDF)20250625160506NAL0019701474001
HOFF COMPANIES INC.
Form 5500
FILING_RECEIVED
HOFF COMPANIES 401K PLAN
401(k) retirement plan
Active participants
62
Accounts w/ balance
72
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOFF COMPANIES INC..
Plan sponsor
Name
HOFF COMPANIES INC.
EIN
82-0308314
Address
1840 NORTH LAKES PLACE · MERIDIAN, ID · 83646
Phone
(208) 884-2002
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LEAVITT CHRISTENSEN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAVITT CHRISTENSEN PLLC | 82-0398216 | — | NONE | $6K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
| EDWARD D JONES AND CO | 43-0345811 | — | NONE | $0 | — |
Investments
30 direct securities · 1 pooled fund· $10.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$5.5M
30 holdings
Pooled Separate Account
$4.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $4.8M | 87.2% | |
| Amerfds 2035 Trgt Date Ret R6 Pooled Separate Account | — | — | — | $1.3M | 23.8% | |
| Amerfds 2025 Trgt Date Ret R6 Pooled Separate Account | — | — | — | $1.1M | 19.3% | |
| American United Life Stable Value Account GIC | — | — | — | $664K | 12.0% | |
| Amerfds American Balanced R6 Pooled Separate Account | — | — | — | $605K | 11.0% | |
| Amerfds 2030 Trgt Date Ret R6 Pooled Separate Account | — | — | — | $490K | 8.9% | |
| Amerfds 2040 Trgt Date Ret R6 Pooled Separate Account | — | — | — | $401K | 7.3% | |
| Amerfds 2020 Trgt Date Ret R6 Pooled Separate Account | — | — | — | $249K | 4.5% | |
| Amerfds 2010 Trgt Date Ret R6 Pooled Separate Account | — | — | — | $164K | 3.0% | |
| Amerfds 2050 Trgt Date Ret R6 Pooled Separate Account | — | — | — | $99K | 1.8% | |
| Amerfds 2060 Trgt Date Ret R6 Pooled Separate Account | — | — | — | $90K | 1.6% | |
| Amerfds 2045 Trgt Date Ret R6 Pooled Separate Account | — | — | — | $86K | 1.5% | |
| Amerfds 2055 Trgt Date Ret R6 Pooled Separate Account | — | — | — | $64K | 1.2% | |
| Dfa US Large Company I Pooled Separate Account | — | — | — | $52K | 0.9% | |
| Amerfds Capital Income Bldr R6 Pooled Separate Account | — | — | — | $40K | 0.7% | |
| Thornburg Ltd Term Inc R6 Pooled Separate Account | — | — | — | $35K | 0.6% | |
| Dfa US Large Cap Growth I Pooled Separate Account | — | — | — | $20K | 0.4% | |
| Dfa Investment Grade I Pooled Separate Account | — | — | — | $12K | 0.2% | |
| Vanguard Reit Index Adm Pooled Separate Account | — | — | — | $5K | <0.1% | |
| Fidelity US Bond Idx Pooled Separate Account 647 Amerfds New World R6 Pooled Separate Account 29 Dfs US Targeted Val I Pooled Separate Account | — | — | — | $3K | <0.1% | |
| Amerfds 2065 Trgt Date Ret R6 Pooled Separate Account | — | — | — | $3K | <0.1% | |
| Amerfds Europac Grth R6 Pooled Separate Account | — | — | — | $3K | <0.1% | |
| Vanguard Selected Value Inv Pooled Separate Account | — | — | — | $2K | <0.1% | |
| Amerfds Cap World Grth&Inc R6 Pooled Separate Account | — | — | — | $2K | <0.1% | |
| Troweprice Intl Val EQ I Pooled Separate Account | — | — | — | $2K | <0.1% | |
| Fidelity Midcap Idx Pooled Separate Account | — | — | — | $1K | <0.1% | |
| Fidelity SM Cap Index Pooled Separate Account | — | — | — | $1K | <0.1% | |
| Nuveen Large Cap GR Idx R6 Pooled Separate Account | — | — | — | $1K | <0.1% | |
| Vanguard Equity-Income Adm Pooled Separate Account | — | — | — | $1K | <0.1% | |
| Vanguard 500 Index Adm Pooled Separate Account 31 Vanguard High-Yield Corp Adm Pooled Separate Account 30 Vanguard Value Index Adm Pooled Separate Account | — | — | — | $1K | <0.1% | |
| Pioneer Sel Mid Cap Growth K Pooled Separate Account 32 Vanguard Emrg Mkts Stk Idx Adm Pooled Separate Account 60 Vanguard Explorer Adm Pooled Separate Account | — | — | — | $1K | <0.1% |