How big is Home PATH Financial, LP's plan?

Home PATH Financial, LP's plan reported $1.3M in assets and 79 participants for 2024.

Original filing (PDF)20250512093743NAL0026692976001

Home PATH Financial, LP

Name: Home PATH Financial, LP — Home PATH Financial, LP, Form 5500 (2024)
Creator: Home PATH Financial, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Home PATH Financial, LP Retirement and Savings Plan

401(k) retirement plan · Home PATH Financial, LP's Home PATH Financial, LP Retirement and Savings Plan held $1.3M in plan assets for 79 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

JEFF Kleiner signed Home PATH Financial, LP's 2024 Form 5500 as plan administrator.

JEFF Kleiner — 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

Home PATH Financial, LP's EIN is 20-1369229.

EIN 20-1369229

Plan number 001

Plan year 2024

ACK ID 20250512093743NAL0026692976001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Home PATH Financial, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Home PATH Financial, LP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOME PATH FINANCIAL, LP.

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Plan health score

Above-average plan

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

Knocking points off