How big is Homesite Mortgage LLC's plan?

Homesite Mortgage LLC's plan reported $793K in assets and 3 participants for 2024.

Original filing (PDF)20250714120724NAL0001676512001

Homesite Mortgage LLC

Name: Homesite Mortgage LLC — Homesite Mortgage LLC 401(k), Form 5500 (2024)
Creator: Homesite Mortgage LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Homesite Mortgage LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Homesite Mortgage LLC's Homesite Mortgage LLC 401(k) Profit Sharing Plan & Trust held $793K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$793K

Net assets (EOY)

$793K

People on this filing

Darin Chase signed Homesite Mortgage LLC's 2024 Form 5500 as plan administrator.

Darin Chase — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Homesite Mortgage LLC's EIN is 20-0976388.

EIN 20-0976388

Plan number 001

Plan year 2024

ACK ID 20250714120724NAL0001676512001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Homesite Mortgage LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Homesite Mortgage LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOMESITE MORTGAGE LLC.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

HOMESITE MORTGAGE LLC

EIN

all filings

Address

222 MAIN STREET · SUITE 106 · ROCHESTER, MI · 48307

Phone

(586) 948-2600

Industry

Real Estate

Plan administrator