# Hoffman & Hoffman, INC. DC Plan
Source: https://planprovider.pro/companies/hoffman-hoffman-inc-plan-001

> Hoffman & Hoffman, INC.'s DC plan: 969 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hoffman & Hoffman, INC.

- **Sponsor EIN:** 560667189

- **Sponsor Address:** 3816 PATTERSON STREET, GREENSBORO, NC, 27407

- **Plan Type:** DC

- **Total Participants:** 969

- **Total Assets:** $406.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|969|$406.2M|$13.7M|$7.1M|

| 2023|769|$263.0M|$10.3M|$5.7M|

| 2022|623|$212.5M|$8.6M|$4.7M|

## 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|

| STANLEY BENEFIT SERVICES|NONE|$88,090|—|$88,090|

| LPL HOLDINGS INC.|NONE|$55,000|—|$55,000|

| MIDATLANTIC TRUST CO.|NONE|$37,988|—|$37,988|

| BERNARD ROBINSON & COMPANY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MIDATLANTIC TRUST CO.](https://planprovider.pro/provider/ktrade) — NONE

- [BERNARD ROBINSON & COMPANY LLP](https://planprovider.pro/provider/bernard-robinson-and-company) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $181,078

- **Estimated Expense Ratio:** 0.045% 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|$176,343|$55,000|—|—|—|

| 2023|$171,546|$55,000|—|—|—|

| 2022|$154,528|—|—|—|$121,994|

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