How big is Semper Home Loans' plan?

Semper Home Loans' plan reported $2.0M in assets and 73 participants for 2024.

Original filing (PDF)20260203075425NAL0001181619001

Semper Home Loans

Name: Semper Home Loans — Semper Home Loans 401(k) Profit, Form 5500 (2024)
Creator: Semper Home Loans
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Semper Home Loans 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Semper Home Loans' Semper Home Loans 401(k) Profit Sharing Plan & Trust held $2.0M in plan assets for 73 participants in 2024.

Signals · 1

Late filing · 2.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Jenna Morris signed Semper Home Loans' 2024 Form 5500 as plan administrator.

Jenna Morris — 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

Semper Home Loans' EIN is 20-2485875.

EIN 20-2485875

Plan number 001

Plan year 2024

ACK ID 20260203075425NAL0001181619001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Semper Home Loans from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Semper Home Loans' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.6 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score