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Sponsor portfolio

I.K. HOFMANN USA, INC.

EIN 26-1519561-staffing and recruiting-Latest filing 2025
Plans
3
Retirement
2
$631K assets
Welfare
1
$1.8M premiums
Participants
1,366
5607 GLENRIDGE DRIVE, SUITE 400 - ATLANTA, GA 30342404-402-2246hofmannusa.comLinkedIn501-1000 employeesstaffing and recruiting
Plans on this EIN
3 filings
#001401k-$544K - 730 part#002401k-$87K - 283 part#502Fully Insured-$1.8M - 579 lives

Retirement portfolio analytics

2 plans aggregated / $631K assets / 1,013 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • PLAN & TRUST (#001)86%
  • ALL OTHER TE (#002)14%
Total $631KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)730
  • ALL OTHER TE (#002)283
Total 1,013Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 579 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Vision$1.7M
  • Prescription drug$1.7M
  • Other$144K
  • Life$92K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • AETNA LIFE INSURANCE COMPANY92%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • OAKBRIDGE INSURANCE AGENCY, LLC52%
  • A2 HOLDINGS, LLC32%
  • THE CASON GROUP INC16%
Total $36K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

I. K. HOFMANN USA, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$544K
Participants730
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

I. K. HOFMANN USA, INC. 401(K) PROFIT SHARING PLAN ALL OTHER TE

401k

Assets$87K
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

I.K. HOFMANN HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives579
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001I. K. HOFMANN USA, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$544K7302024
002I. K. HOFMANN USA, INC. 401(K) PROFIT SHARING PLAN ALL OTHER TE401k$87K2832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502I.K. HOFMANN HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$1.8M5792025
Retirement plans
Welfare plans
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