Hoffmann Brothers Heating & Air Conditioning 401(k) Plan: Login, Facts & Contact Information
Hoffmann Brothers Heating & Air Conditioning 401(k) Login
84 former Hoffmann Brothers Heating & Air Conditioning employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Hoffmann Brothers Heating & Air Conditioning 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $4.20 million went into the plan in contributions, $1.63 million of it from the employer (39%).
- $1.17 million was paid out to participants.
- Investment and other income added $3.06 million.
- Administrative expenses were $72,498, about $206 per account.
How the Hoffmann Brothers Heating & Air Conditioning 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 131 | $8.49 million | $648,465 | $191,941 |
| 2020 | 165 | $11.6 million | $834,217 | $175,542 |
| 2021 | 228 | $16.3 million | $992,024 | $652,925 |
| 2022 | 302 | $16.1 million | $1.39 million | $627,960 |
| 2023 | 375 | $21.4 million | $1.55 million | $1.25 million |
| 2024 | 399 | $27.4 million | $1.63 million | $1.17 million |
Hoffmann Brothers Heating & Air Conditioning 401(k) Contact Information
Questions about the Hoffmann Brothers Heating & Air Conditioning 401(k)
Does Hoffmann Brothers Heating & Air Conditioning contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.63 million, 39% of all contributions.
Does the Hoffmann Brothers Heating & Air Conditioning 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Hoffmann Brothers Heating & Air Conditioning 401(k) plan?
399 participants at the start of plan year 2024, 360 of them active employees, and 84 former employees who still had money in the plan.
What is the average 401(k) balance at Hoffmann Brothers Heating & Air Conditioning?
About $77,833 per account: $27.4 million in plan assets across 352 accounts with a balance at the end of plan year 2024.
Who manages the Hoffmann Brothers Heating & Air Conditioning 401(k) accounts?
EPIC Retirement Plan Services is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Hoffmann Brothers Heating & Air Conditioning. How do I access my 401(k)?
Your account stays with EPIC Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.