# Hoffman Homes, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/hoffman-homes-inc-232732296-501

> Hoffman Homes, INC.'s Health & Welfare plan: 118 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 232732296

- **Sponsor Address:** 815 ORPHANAGE ROAD, LITTLESTOWN, PA, 17340

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 118

- **Total Assets:** $122,972

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|118|$122,972|$1.2M|$233,516|

| 2023|96|$267,016|$1.0M|$208,711|

| 2022|95|$26,040|$886,720|$265,967|

## 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|

| BROWN & BROWN (PA)|Investment Advisor|$46,375|—|$46,375|

| CAPITAL BLUECROSS|Other Service Provider|$26,240|—|$26,240|

| THE BENECON GROUP|Investment Advisor|$21,512|—|$21,512|

| CONNECTCARE3|Other Service Provider|$7,167|—|$7,167|

| INNOVU|Other Service Provider|$5,300|—|$5,300|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $106,594

- **Estimated Expense Ratio:** 86.682% 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|$2,521,759|—|—|—|—|

| 2023|$1,049,210|—|—|—|—|

| 2022|$70,073|—|$70,073|—|—|

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