# Hoffman Corporation DC Plan
Source: https://planprovider.pro/companies/hoffman-corporation-plan-004

> Hoffman Corporation's DC plan: 684 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hoffman Corporation

- **Sponsor EIN:** 930724603

- **Sponsor Address:** 5500 MEADOWS RD, SUITE 500, LAKE OSWEGO, OR, 97035

- **Plan Type:** DC

- **Total Participants:** 684

- **Total Assets:** $19.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|684|$19.0M|$0|$4.0M|

| 2023|654|$13.3M|$0|$3.4M|

| 2022|615|$8.3M|$0|$2.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| NWPS|NONE|$35,569|—|$35,569|

| MATRIX TRUST COMPANY|NONE|$6,217|—|$6,217|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NWPS](https://planprovider.pro/provider/nwps) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $41,786

- **Estimated Expense Ratio:** 0.219% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$41,786|—|—|—|—|

| 2023|$35,488|—|—|—|—|

| 2022|$30,854|—|$27,536|—|—|

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