· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HOMES BY TRADITION, LLC — HOMES BY TRADITION 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250924131337NAL0017148690001
HOMES BY TRADITION, LLC
Form 5500-SF
FILING_RECEIVED
HOMES BY TRADITION 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HOMES BY TRADITION, LLC
.
Find decision makers
Plan sponsor
Name
HOMES BY TRADITION, LLC
EIN
20-3926504
Address
16972 BRANDTJEN FARM DRIVE · LAKEVILLE, MN · 55044
Phone
(612) 363-6034
Industry
Construction
see 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
2025-09-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
FRASIER HOMES, LLC
FRASIER HOMES, LLC DEFINED BENEFIT PENSION PLAN
$1.2M · 4 participants
HOMERICA EAST LLC
HOMERICA EAST LLC PROFIT SHARING PLAN
$1.2M · 14 participants
SPINELL HOMES, INC.
SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF SPINELL HOMES, INC.
$1.2M · 17 participants
R T BAILEY CONSTRUCTION, INC.
RT BAILEY CONSTRUCTION, INC. CASH BALANCE PLAN
$1.2M · 6 participants
D & L ENTERPRISES OF MILWAUKEE, LTD
CLASSIC BUILDERS 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 12 participants
RICHARDSON HOMES, LLC
RICHARDSON HOMES, LLC 401(K) PLAN
$1.2M · 8 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
