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Sponsor portfolio

HOFFMANN BROTHERS HEATING & AIR CONDITIONING

EIN 43-1474224-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$30.0M assets
Welfare
1
$521K premiums
Participants
873
2043 WOODLAND PARKWAY, SUITE 100 - ST LOUIS, MO 63146314-256-2974LinkedIn51-200 employeesindividual & family services
Plans on this EIN
3 filings
#001401k-$27.4M - 444 part#003401k-$2.6M - 41 part#502Mixed-$521K - 572 lives

Retirement portfolio analytics

2 plans aggregated / $30.0M assets / 485 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • PLAN AND TRUST (#001)91%
  • SAFE HARBOR 401(K) (#003)9%
Total $30.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
91%top
  • EPIC RETIREMENT PLAN SERVICES91%
  • (Not disclosed)9%
Total $30.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)444
  • SAFE HARBOR 401(K) (#003)41
Total 485Click row to drill in

Benefits portfolio analytics

1 plan / $521K premiums / 572 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$521K
  • Dental$485K
  • Vision$485K
  • Life$485K
  • Short-term disability$485K
  • Long-term disability$485K
Total $521K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • MARQUEE HEALTH LLC4%
  • PREFERRED RESOURCE NETWORK, INC. DBA PERSONAL ASSISTANCE SERVICES2%
Total $521K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $7K1 slice

Plan deep-dives

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

HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$27.4M
Participants444
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FERGUSON ROOFING SAFE HARBOR 401(K) PLAN

401k

Assets$2.6M
Participants41
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HOFFMANN BROTHERS HEATING & AIR CONDITIONING WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$521K
Covered lives572
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HOFFMANN BROTHERS HEATING & AIR CONDITIONING 401(K) PROFIT SHARING PLAN AND TRUST401k$27.4M4442024
003FERGUSON ROOFING SAFE HARBOR 401(K) PLAN401k$2.6M412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HOFFMANN BROTHERS HEATING & AIR CONDITIONING WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$521K5722025
Retirement plans
Welfare plans
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