Original filing (PDF)20251007134822NAL0004662769001

East House Corporation

Name: East House Corporation — East House 401(k) Plan, Form 5500 (2024)
Creator: East House Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

East House 401(k) Plan

401(k) retirement plan · East House Corporation's East House 401(k) Plan held $9.3M in plan assets for 173 participants in 2024.

Signals · 1

No recordkeeper disclosed

Active participants

173

Accounts w/ balance

370

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EAST HOUSE CORPORATION.

Plan sponsor

Name

EAST HOUSE CORPORATION

EIN

16-0926404all filings

Address

259 MONROE AVE, STE 200 · ROCHESTER, NY · 14607

Phone

(585) 238-4800

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGE RUTTY & COMPANY INC	16-0620690	ROCHESTER, NY	SERVICE PROVIDER	—	—

Investments

28 direct securities· $9.2M(98% of reported assets)

Pooled Separate Accounts

$9.0M

26 holdings

Stable Value

$90K

1 holding

Bonds / Notes

$87K

1 holding

					% of plan
Vangrd Trgt Retire 2030 Fd Separate Account	Pooled Separate Accounts	—	—	$1.5M	15.8%
MFS Growth Fund R6 Separate Account	Pooled Separate Accounts	—	—	$1.5M	15.8%
Vangrd Trgt Retire 2045 Fd Separate Account	Pooled Separate Accounts	—	—	$1.1M	11.3%
Vangrd Trgt Retire 2035 Fd Separate Account	Pooled Separate Accounts	—	—	$805K	8.6%
Vangrd Trgt Retire 2055 Fd Separate Account	Pooled Separate Accounts	—	—	$782K	8.4%
Vangrd Trgt Retire 2025 Fd Separate Account	Pooled Separate Accounts	—	—	$672K	7.2%
Vangrd Trgt Retire 2040 Fd Separate Account	Pooled Separate Accounts	—	—	$620K	6.6%
Vangrd Trgt Retire 2050 Fd Separate Account	Pooled Separate Accounts	—	—	$618K	6.6%
Vangrd Trgt Retire 2060 Fd Separate Account	Pooled Separate Accounts	—	—	$369K	3.9%
Vangrd Tot St Mkt Indx Fd Adm Separate Account	Pooled Separate Accounts	—	—	$266K	2.9%
Vangrd Trgt Retire 2065 Fd Separate Account	Pooled Separate Accounts	—	—	$147K	1.6%
Vangrd Trgt Retire Inc Fd Separate Account	Pooled Separate Accounts	—	—	$140K	1.5%
American Funds Am Balanced R6 Separate Account	Pooled Separate Accounts	—	—	$125K	1.3%
JPMorgan Mid Cap Growth Fd R6 Separate Account	Pooled Separate Accounts	—	—	$125K	1.3%
American Funds Nw Prspctv R6 Separate Account	Pooled Separate Accounts	—	—	$102K	1.1%
Voya Fixed Account Guaranteed investment contract	Stable Value	—	—	$90K	1.0%
NOTES RECEIVABLE FROM PARTICIPANTS Interest rates ranging from 5.25% to	Bonds / Notes	—	—	$87K	0.9%
Vangrd Explorer Fund Adm Separate Account	Pooled Separate Accounts	—	—	$46K	0.5%
Vangrd Mid-Cap Index Fund Adm Separate Account	Pooled Separate Accounts	—	—	$36K	0.4%
Columbia Dividend Income Fd I3 Separate Account	Pooled Separate Accounts	—	—	$30K	0.3%
DFA Infl-Prot Sec Port Ins Separate Account	Pooled Separate Accounts	—	—	$26K	0.3%
DFA US Targeted Vl Port Ins Separate Account	Pooled Separate Accounts	—	—	$24K	0.3%
Vangrd Trgt Retire 2020 Fd Separate Account	Pooled Separate Accounts	—	—	$20K	0.2%
Voya Gv Mny Mkt F A (Hld Acct) Separate Account	Pooled Separate Accounts	—	—	$14K	0.2%
iShares MSCI EAFE Index Fnd K Separate Account	Pooled Separate Accounts	—	—	$10K	0.1%
PGIM High Yield Fund R6 Separate Account	Pooled Separate Accounts	—	—	$5K	<0.1%
Vangrd Small-Cap Index Fnd Adm Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
Vangrd Trgt Retire 2070 Fd Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%