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Original filing (PDF)20250918051750NAL0001216048001
HOUSE WORKS LLC
Form 5500
FILING_RECEIVED
HOUSE WORKS LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
~92 bps in Sched C fees6 service providers
Active participants
11,844
Accounts w/ balance
555
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 92 bps in Schedule C fees — 76% above peer band of 52 bps.
- Only 5% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOUSE WORKS LLC.
Plan sponsor
Name
HOUSE WORKS LLC
EIN
04-3436170
Address
500 UNICORN PARK DRIVE · 1ST FLOOR, SUITE 105 · WOBURN, MA · 01801
Phone
(617) 831-4636
Industry
Health Care & Social Assistancesee 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
2025-09-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PKF O'CONNOR DAVIES LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $20K | — |
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $20K | — |
Investments
25 direct securities · 2 pooled funds· $7.0M(97% 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
$6.2M
25 holdings
Common Collective Trust
$785K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $873K | 12.1% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $838K | 11.6% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $672K | 9.3% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $646K | 9.0% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $548K | 7.6% | |
| T ROWE PRICE US TREA MONEY | Registered Investment Companies | — | — | $518K | 7.2% | |
| LORD ABBETT SH DUR INC R3 899 REGISTERED INVESTMENT COMPANY T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $507K | 7.0% | |
| JPMORGAN US GARP EQUITY - R2 | Registered Investment Companies | — | — | $432K | 6.0% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $336K | 4.7% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $277K | 3.8% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $213K | 3.0% | |
| AMF NEW PERSPECTIVE FUND R2E | Registered Investment Companies | — | — | $165K | 2.3% | |
| FIDELITY ADVISOR SM CAP VAL M | Registered Investment Companies | — | — | $129K | 1.8% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $113K | 1.6% | |
| MACQUARIE SMALLCAP CORE FUND R | Registered Investment Companies | — | — | $108K | 1.5% | |
| COLUMBIA BALANCED R | Registered Investment Companies | — | — | $99K | 1.4% | |
| PUTNAM LARGE CAP VALUE R | Registered Investment Companies | — | — | $94K | 1.3% | |
| MACQUARIE MID CAP GROWTH R | Registered Investment Companies | — | — | $70K | 1.0% | |
| VICTORY ESTABLISHED VALUE R | Registered Investment Companies | — | — | $63K | 0.9% | |
| NTW INTERNATIONAL INDEX R | Registered Investment Companies | — | — | $53K | 0.7% | |
| INVESCO EQUITY AND INCOME R | Registered Investment Companies | — | — | $52K | 0.7% | |
| INVESCO CORE PLUS BOND R | Registered Investment Companies | — | — | $51K | 0.7% | |
| PIMCO INCOME R | Registered Investment Companies | — | — | $44K | 0.6% | |
| T.ROWE PRICE RETIREMENT 2015-R | Registered Investment Companies | — | — | $42K | 0.6% | |
| MACQUARIE SMALLCAP GRWTH R | Registered Investment Companies | — | — | $25K | 0.4% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $21K | 0.3% | |
| AMF AMERICAN HI INC TR R2E | Registered Investment Companies | — | — | $15K | 0.2% |
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