Paula Onorato signed Homebridge Financial Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Homebridge Financial Services' EIN is 22-3123730.
Download the official 2024 Form 5500 (PDF) for Homebridge Financial Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Homebridge Financial Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $162K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $8.6M | 13.0% | |
| PRIN LIFETIME HB 2045 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $7.4M | 11.1% | |
| PRIN LIFETIME HB 2035 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $7.0M | 10.5% | |
| PRIN LIFETIME HB 2040 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | $0 | $5.1M | 7.7% | |
| PRIN LIFETIME HYB 2025 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $5.1M | 7.6% | |
| Putnam Large Cap Value R6 Fund | Mutual Funds | — | $0 | $4.6M | 7.0% | |
| PRIN LIFETIME HY 2050 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $3.6M | 5.4% | |
| PRIN LIFETIME HYB 2020 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $3.5M | 5.2% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $3.1M | 4.7% | |
| Prin LifeTime Hy 2050 CIT U | Common Collective Trusts | — | $0 | $3.1M | 4.7% | |
| Prin LifeTime Hy Inc CIT U | Common Collective Trusts | — | $0 | $2.6M | 4.0% | |
| Amer Funds Amer Bal R6 Fd | Other securities | — | $0 | $1.9M | 2.9% | |
| PRIN LIFETIME HY 2055 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $1.6M | 2.5% | |
| Prin LifeTime HB 2040 CIT U | Common Collective Trusts | — | $0 | $1.5M | 2.2% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $1.4M | 2.1% | |
| Prin Real Estate Secs SA-Z | Common Stocks | — | $0 | $1.3M | 2.0% | |
| Prin LifeTime HB 2045 CIT U | Common Collective Trusts | — | $0 | $1.1M | 1.7% | |
| Prin LargeCap Growth I SA-Z | Common Stocks | — | $0 | $1.1M | 1.6% | |
| Etn Vnc Atl Cp SMID-Cap R6 Fd | Other securities | — | $0 | $825K | 1.2% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $784K | 1.2% | |
| PRIN LIFETIME HY 2060 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $784K | 1.2% | |
| Participant Loans | Participant loans | — | $0 | $753K | 1.1% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | $0 | $593K | 0.9% | |
| PRIN LIFETIME HY 2065 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $593K | 0.9% | |
| Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | $0 | $589K | 0.9% | |
| MFS Intl Intrinsic Value R6 Fd | Mutual Funds | — | $0 | $553K | 0.8% | |
| Baird Core Plus Bond I Fund | Other securities | — | $0 | $439K | 0.7% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | $0 | $437K | 0.7% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $319K | 0.5% | |
| Vanguard Sm Cap Index Adm Fund | Mutual Funds | — | $0 | $319K | 0.5% | |
| Emerald Growth Inst Fund | Other securities | — | $0 | $293K | 0.4% | |
| Franklin Small Cap Value R6 Fd | Mutual Funds | — | $0 | $229K | 0.3% | |
| Am Funds New Economy R6 Fund | Other securities | — | $0 | $81K | 0.1% | |
| PRIN LIFETIME HY INC CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $81K | 0.1% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | $0 | $38K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT U PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $38K | <0.1% |
