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Original filing (PDF)20250711052852NAL0007076465001
FM HOME LOANS
Form 5500
FILING_RECEIVED
FM HOME LOANS 401(K) PLAN
401(k) retirement plan
Active participants
156
Accounts w/ balance
143
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FM HOME LOANS.
Plan sponsor
Name
FM HOME LOANS
EIN
02-0594137
Address
2329 NOSTRAND AVE · 3RD FLOOR · BROOKLYN, NY · 11210
Phone
(718) 879-1202
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RICHEY MAY & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $1K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LION STREET FINANCIAL, LLC | 80-0842559 | — | INVESTMENT/FINANCIAL ADVI | $23K | — |
Investments
31 direct securities · 1 pooled fund· $4.8M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$4.4M
31 holdings
Common Collective Trust
$365K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $781K | 16.2% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $388K | 8.1% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $372K | 7.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $365K | 7.6% | |
| VANGUARD WINDSOR II FD- ADM | Registered Investment Companies | — | — | $264K | 5.5% | |
| EMPOWER AGGRESSIVE PROFILE INS | Registered Investment Companies | — | — | $238K | 5.0% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $232K | 4.8% | |
| AF STRATEGIC BOND R6 | Registered Investment Companies | — | — | $225K | 4.7% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $210K | 4.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $200K | 4.2% | |
| NUVEEN LC INDEX 2030 R6 94 REGISTERED INVESTMENT COMPANY AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $199K | 4.1% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $198K | 4.1% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $175K | 3.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $153K | 3.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $140K | 2.9% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $130K | 2.7% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $104K | 2.2% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $76K | 1.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $65K | 1.4% | |
| NUVEEN RE SECURITIES SELECT R6 | Registered Investment Companies | — | — | $58K | 1.2% | |
| BLACKROCK INTERNATIONAL K | Registered Investment Companies | — | — | $41K | 0.9% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $38K | 0.8% | |
| AMC SMALL CAP GROWTH - R6 | Registered Investment Companies | — | — | $26K | 0.5% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $19K | 0.4% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $17K | 0.4% | |
| MASSMUTUAL SM CAP OPP I | Registered Investment Companies | — | — | $15K | 0.3% | |
| EMPOWER MODERATE PROFILE INST | Registered Investment Companies | — | — | $13K | 0.3% | |
| BNYM SM MD CP GR Y | Registered Investment Companies | — | — | $10K | 0.2% | |
| NW AMUNDI STRAT INC R6 | Registered Investment Companies | — | — | $7K | 0.1% | |
| NUVEEN LC INDEX 2015 R6 497 REGISTERED INVESTMENT COMPANY NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| PIMCO RAE US SM INSTL | Registered Investment Companies | — | — | $3K | <0.1% | |
| NUVEEN LC INDEX 2010 R6 | Registered Investment Companies | — | — | $3K | <0.1% |
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