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Original filing (PDF)20250415141834NAL0001468595001
HOME FOR THE FRIENDLESS - HOMELAND
Form 5500
FILING_RECEIVED
HOMELAND PENSION PLAN
Defined-benefit pension plan
Signals · 1
12 service providers
Active participants
79
Accounts w/ balance
—
Plan assets (EOY)
$19.4M
Net assets (EOY)
$19.4M
Plan health score (directional)
90
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOME FOR THE FRIENDLESS - HOMELAND.
Plan sponsor
Name
HOME FOR THE FRIENDLESS - HOMELAND
EIN
23-1365148
Address
1901 N. FIFTH ST. · HARRISBURG, PA · 17102
Phone
(717) 221-7900
Industry
Health Care & Social Assistancesee all
Plan administrator
Name
HOME FOR THE FRIENDLESS - HOMELAND
EIN
23-1365148
City
HARRISBURG, PA
Phone
(717) 221-7900
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
12 rowsOther
12| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BRYN MAWR TRUST COMPANY | 23-0441580 | — | NONE | $68K | — |
| RKL LLP | 23-2108173 | — | NONE | $13K | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| SEAFARER CAPITAL PARTNERS, LLC | 45-1359188 | — | NONE | $0 | — |
| ABR DYNAMIC FUNDS, LLC | — | NEW YORK, NY | NONE | $0 | — |
| JP MORGAN INVESTMENT INC | 13-2624428 | — | NONE | $0 | — |
| T. ROWE PRICE ASSOCIATES, INC. | 52-2264646 | — | NONE | $0 | — |
| GRANDEUR PEAK GLOBAL ADVISORS, LLC | 90-0732232 | — | NONE | $0 | — |
| JOHCM (USA) INC. | — | BOSTON, MA | NONE | $0 | — |
| BLACKROCK, INC. | 32-0174431 | — | NONE | $0 | — |
| LIFEGOAL INVESTMENTS | — | OMAHA, NE | NONE | $0 | — |
| PACER US CASH COWS 100 ETF | — | PAOLI, PA | NONE | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.