# Hoffmann Brothers Heating & Air Conditioning 401(k) Plan
Source: https://planprovider.pro/companies/hoffmann-brothers-heating-air-conditioning-401k-plan

> Hoffmann Brothers Heating & Air Conditioning's 401(k) plan: 360 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [RUBIN BROWN](https://planprovider.pro/provider/rubinbrown-llp) — 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|—|—|—|

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