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  2. DEBORAH HOFFMAN INSURANCE AGENCY
Sponsor portfolio

DEBORAH HOFFMAN INSURANCE AGENCY

EIN 47-2545894-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$852K assets
Welfare
0
Participants
22
10192 E. GRAND RIVER - BRIGHTON, MI 48116810-225-8555
Plans on this EIN
2 filings
#002CashBalance-$742K - 9 part#001401k-$110K - 13 part

Retirement portfolio analytics

2 plans aggregated / $852K assets / 22 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • CASH BALANCE PLAN (#002)87%
  • PROFIT SHARING PLAN (#001)13%
Total $852KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)13
  • CASH BALANCE PLAN (#002)9
Total 22Click 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#002

HOFFMAN INC. CASH BALANCE PLAN

CashBalance

Assets$742K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

HOFFMAN INC. PROFIT SHARING PLAN

401k

Assets$110K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HOFFMAN INC. CASH BALANCE PLANCashBalance$742K92025
001HOFFMAN INC. PROFIT SHARING PLAN401k$110K132025
Retirement plans
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