Retirement plan

HOFFMAN CORPORATION 401(K) PLAN

Name: HOFFMAN CORPORATION - HOFFMAN CORPORATION 401(K) PLAN (2025) Form 5500
Creator: HOFFMAN CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOFFMAN CORPORATION 401(K) PLAN, HOFFMAN CORPORATION

HOFFMAN CORPORATIONEIN 93-0724603Plan #004PY 2025

5500 MEADOWS RD, SUITE 500 - LAKE OSWEGO, OR 97035503-221-8811hoffmanlawpnw.comLinkedIn1-10 employeeslegal services

Prospect flagsLow participationFailed to transmit contributions

How to read this page

Total assets (EOY)

$26.9M

+41.0% from 2024

Total participants

951

+22.6% from 2024

Average account balance

$46,082

+18.5% from 2024

Annual return

21.53%

+4.84 pp from 2024

Benchmarks

See 427 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants250-999

Cohort427 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$26.87M

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

583

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.

56.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.71M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+21.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$81

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
NWPS6 years Service code 15 · EIN 91-1526584 15130 MAIN ST SUITE 300 · MILL CREEK, WA 98012	Recordkeeping	$39,395
MATRIX TRUST COMPANY4 years Service code 19 · EIN 51-0099033 717 17TH STREET · DENVER, CO 80202	Securities Custodian	$7,993

Plan features & details

Pension benefit codes2F2J2T2G3D3H

Plan features

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$47K

$56 / participant

Recordkeeping$39K83.1%
Trustee / custodial$8K16.9%

% of EOY assets

0.176%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$46,082

$92,224-50.0%

$105,223-56.2%

$79,634-42.1%

Participation rate

56.8%

69.2%-12.3pp

75.0%-18.2pp

62.5%-5.7pp

Annual return

21.53%

88.65%-67.1pp

180.65%-159.1pp

36.46%-14.9pp

Employer contribution / active EE

$3,965-100.0%

$3,689-100.0%

$2,529-100.0%

Participant deferral / active EE

$5,524

$3,834+44.1%

$5,072+8.9%

$3,835+44.1%

Admin fee / account holder

$81

$1,121-92.7%

$8,859-99.1%

$1,002-91.9%

Provider

Service type

Compensation

NWPS6 years

Service code 15 · EIN 91-1526584

15130 MAIN ST SUITE 300 · MILL CREEK, WA 98012

Recordkeeping

$39,395

MATRIX TRUST COMPANY4 years

Service code 19 · EIN 51-0099033

717 17TH STREET · DENVER, CO 80202

Securities Custodian

$7,993

HOFFMAN CORPORATION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOFFMAN CORPORATION 401(K) PLAN

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