Original filing (PDF)20250512093743NAL0026692976001

HOME PATH FINANCIAL, LP

Name: HOME PATH FINANCIAL, LP — HOME PATH FINANCIAL, LP RETIREMENT AND SAVINGS PLAN, Form 5500 (2024)
Creator: HOME PATH FINANCIAL, LP

Form 5500-SF

FILING_RECEIVED

HOME PATH FINANCIAL, LP RETIREMENT AND SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOME PATH FINANCIAL, LP.

Plan sponsor

Name

HOME PATH FINANCIAL, LP

EIN

20-1369229

Address

5116 N 126TH ST. · BUTLER, WI · 53007

Phone

(920) 739-1030

Industry

Constructionsee 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

2025-05-12

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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