Original filing (PDF)20250829174200NAL0006377075001

Hoffman & Associates Financial and Estate Advisors, Inc.

Name: Hoffman & Associates Financial and Estate Advisors, Inc. — Form 5500 Plan 001 (2024)
Creator: Hoffman & Associates Financial and Estate Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hoffman & Associates Financial and Estate Advisors, Inc. 401(k) Plan

401(k) retirement plan · Hoffman & Associates Financial and Estate Advisors, Inc.'s Hoffman & Associates Financial and Estate Advisors, Inc. 401(k) Plan held $1.2M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Hoffman & Associates Financial and Estate Advisors, Inc.'s EIN is 95-3663013.

EIN 95-3663013

Plan number 001

Plan year 2024

ACK ID 20250829174200NAL0006377075001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hoffman & Associates Financial and Estate Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hoffman & Associates Financial and Estate Advisors, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOFFMAN & ASSOCIATES FINANCIAL AND ESTATE ADVISORS, INC..

Finding similar companies…

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