Retirement plan

HOFFMAN ELECTRONIC SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST

Name: HOFFMAN ELECTRONIC SYSTEMS - HOFFMAN ELECTRONIC SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: HOFFMAN ELECTRONIC SYSTEMS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOFFMAN ELECTRONIC SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST, HOFFMAN ELECTRONIC SYSTEMS

HOFFMAN ELECTRONIC SYSTEMSEIN 77-0079072Plan #001PY 2025

2301 AVIATION DR - ATWATER, CA 953015120209-384-3305hoffmansecurity.comLinkedIn11-50 employeessecurity and investigations

Prospect flagsHigh feesLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$4.7M

+28.9% from 2024

Total participants

+4.0% from 2024

Average account balance

$129,487

+21.8% from 2024

Annual return

16.67%

+7.09 pp from 2024

Benchmarks

See 2,099 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort2,099 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.66M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$129K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

72.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$453K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.67%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1117

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$40K

$804 / participant

Other / not subdivided$40K100.0%

% of EOY assets

0.863%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$129,487

$60,442+114.2%

$96,754+33.8%

$87,485+48.0%

Participation rate

68.0%

58.7%+9.3pp

70.3%-2.3pp

68.9%-0.9pp

Annual return

16.67%

21.97%-5.3pp

82.04%-65.4pp

26.06%-9.4pp

Employer contribution / active EE

$4,581

$1,691+170.9%

$2,679+71.0%

$2,596+76.4%

Participant deferral / active EE

$4,480

$3,280+36.6%

$4,758-5.8%

$4,274+4.8%

Admin fee / account holder

$1,117

$5,069-78.0%

$8,905-87.5%

$7,775-85.6%

HOFFMAN ELECTRONIC SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOFFMAN ELECTRONIC SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion