Plan Snapshot
- Plan Sponsor: Hoffmann Brothers Heating & Air Conditioning
- Sponsor EIN: 431474224
- Sponsor Address: 1025 HANLEY INDUSTRIAL, ST. LOUIS, MO, 63144
- Plan Type: 401(k)
- Total Participants: 360
- Total Assets: $27.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 360 | $27.4M | $1.6M | $2.3M |
| 2023 | 320 | $21.4M | $1.5M | $2.1M |
| 2022 | 312 | $16.1M | $1.4M | $1.8M |
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 |
|---|---|---|---|---|
| MONETA GROUP LLC | NONE | $43,822 | — | $43,822 |
| EPIC RETIREMENT PLAN SERVICES | NONE | $28,676 | — | $28,676 |
| CHARLES SCHWAB TRUST BANK | NONE | — | $9,997 | $9,997 |
| RUBIN BROWN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT PLAN SERVICES — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- RUBIN BROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,495
- Estimated Expense Ratio: 0.301% 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 | $72,498 | $43,822 | — | — | — |
| 2023 | $83,165 | $36,586 | — | — | — |
| 2022 | $70,100 | $32,423 | — | — | — |