How big is Homes by Tradition, LLC's plan?

Homes by Tradition, LLC's plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20250924131337NAL0017148690001

Homes by Tradition, LLC

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

Form 5500-SF

FILING_RECEIVED

Homes by Tradition 401(k) Plan

401(k) retirement plan · Homes by Tradition, LLC's Homes by Tradition 401(k) Plan held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Dean Nelson signed Homes by Tradition, LLC's 2024 Form 5500 as plan administrator.

Dean Nelson — 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 by Tradition, LLC's EIN is 20-3926504.

EIN 20-3926504

Plan number 001

Plan year 2024

ACK ID 20250924131337NAL0017148690001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Homes by Tradition, LLC's 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 HOMES BY TRADITION, 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