Hoffmann Brothers Heating & Air Conditioning 401(k) match, vesting and fees
What Hoffmann Brothers Heating & Air Conditioning's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Rubin Brown (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| Hoffmann Brothers Heating & Air Conditioning: employer contribution per participant | $4,641 | |
| Peer median | $2,411 |
| Hoffmann Brothers Heating & Air Conditioning: average balance | $77,832 | |
| Peer median | $61,921 |
| Hoffmann Brothers Heating & Air Conditioning: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $16.3M at the end of plan year 2021 to $27.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 444 | $27.4M | $1.6M | $4,641 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 381 | $21.4M | $1.5M | $5,057 | 0.44% | Not published | Form 5500 ↗ |
| 2022 | 357 | $16.1M | $1.4M | $4,804 | 0.43% | Not published | Form 5500 ↗ |
| 2021 | 270 | $16.3M | $992K | $4,530 | 0.44% | Not published | Form 5500 ↗ |
Other Hoffmann Brothers Heating & Air Conditioning plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ferguson Roofing Safe Harbor 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Hoffmann Brothers Heating & Air Conditioning match 401(k) contributions?
The match terms for the Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $1.6M in employer contributions, about $4,641 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hoffmann Brothers Heating & Air Conditioning 401(k) match vested?
The vesting schedule for the Hoffmann Brothers Heating & Air Conditioning 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hoffmann Brothers Heating & Air Conditioning 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Epic Retirement Plan Services. The plan administrator is Hoffmann Brothers Heating & Air Conditioning.
I left Hoffmann Brothers Heating & Air Conditioning. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hoffmann Brothers Heating & Air Conditioning, (314) 664-3011) or the recordkeeper, Epic Retirement Plan Services. The Hoffmann Brothers Heating & Air Conditioning old 401(k) page lists the contacts from every plan filing. Find an old Hoffmann Brothers Heating & Air Conditioning 401(k)
Data from the public Form 5500 annual reports Hoffmann Brothers Heating & Air Conditioning filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Hoffmann Brothers Heating & Air Conditioning. Not financial advice. Report a correction · Methodology