Hoffman Hoffman Inc Employee Stock Ownership Plan
Sponsored by Hoffman & Hoffman, Inc. · EIN 560667189 · Plan #001
- Total assets
- $406M
- Net assets
- $389M
- Active participants
- 969
- With balances
- 1,216
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stanley Benefit Services | Recordkeeping, Consulting (general), Participant loan processing | $88,090 |
| Lpl Holdings Inc. | Investment advisory (plan), Participant communication, Direct payment from the plan | $55,000 |
| Midatlantic Trust Co. | Custodial (other), Custodial (securities), Trustee (institutional) | $37,988 |