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HOFFMAN & ASSOCIATES FINANCIAL AND ESTATE ADVISORS, INC.

EIN 95-3663013-Real Estate and Rental and Leasing-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
4
121 N. FIR STREET, SUITE D - VENTURA, CA 93001805-648-5300
Plans on this EIN
1 filing
#001401k-$1.3M - 4 part

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Retirement#001

HOFFMAN & ASSOCIATES FINANCIAL AND ESTATE ADVISORS, INC. 401(K) PLAN

401k

Assets$1.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOFFMAN & ASSOCIATES FINANCIAL AND ESTATE ADVISORS, INC. 401(K) PLAN401k$1.3M42025
Retirement plans
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