How big is Homes Mortgage, LLC's plan?

Homes Mortgage, LLC's plan reported $1.6M in assets and 4 participants for 2024.

Original filing (PDF)20250526114154NAL0009273088001

Homes Mortgage, LLC

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

Form 5500-SF

FILING_RECEIVED

Homes Mortgage 401(k) Plan

401(k) retirement plan · Homes Mortgage, LLC's Homes Mortgage 401(k) Plan held $1.6M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

John Roehrich signed Homes Mortgage, LLC's 2024 Form 5500 as plan administrator.

John Roehrich — 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

Homes Mortgage, LLC's EIN is 20-2956376.

EIN 20-2956376

Plan number 001

Plan year 2024

ACK ID 20250526114154NAL0009273088001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Homes Mortgage, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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