The Home Loan Expert LLC 401(k) Plan

The The Home Loan Expert LLC 401(k) on its latest Form 5500

The Home Loan Expert LLC (EIN 47-2469140) reports THE HOME LOAN EXPERT LLC on its most recent Form 5500, with $1.2M in plan assets across 3 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full The Home Loan Expert LLC filing — schedules, fees, and providers.

Who runs the The Home Loan Expert LLC 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Home Loan Expert LLC 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL, ADP BROKER-DEALER.

How to check your The Home Loan Expert LLC 401(k)

• Log in to ADP’s participant portal (the site on your statements).
• Ask The Home Loan Expert LLC HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).