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Sponsor portfolio

PAUL HOFFSTEIN

EIN 23-2391912-hospital & health care-Latest filing 2025
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
5
275 MONTGOMERY AVE SUITE 202 - BALA CYNWYD, PA 19004610-660-9215LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#003ProfitSharing-$1.8M - 3 part#004MoneyPurchase-$1.0M - 2 part

Retirement portfolio analytics

2 plans aggregated / $2.8M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • PAUL D HOFFSTEIN (#003)63%
  • PAUL D HOFFSTEIN (#004)37%
Total $2.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PAUL D HOFFSTEIN (#003)3
  • PAUL D HOFFSTEIN (#004)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

FMT CO TTEE FRP P/S A/C PAUL D HOFFSTEIN

ProfitSharing

Assets$1.8M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

FMT CO TTEE FRP MPP A/C PAUL D HOFFSTEIN

MoneyPurchase

Assets$1.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003FMT CO TTEE FRP P/S A/C PAUL D HOFFSTEINProfitSharing$1.8M32025
004FMT CO TTEE FRP MPP A/C PAUL D HOFFSTEINMoneyPurchase$1.0M22025
Retirement plans
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