Original filing (PDF)20251014194610NAL0007287970001

TNHC Realty and Construction, Inc.

Name: TNHC Realty and Construction, Inc. — The New Home, Form 5500 (2024)
Creator: TNHC Realty and Construction, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The New Home Company 401(k) Plan

401(k) retirement plan · TNHC Realty and Construction, Inc.'s The New Home Company 401(k) Plan held $35.9M in plan assets for 365 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

365

Accounts w/ balance

492

Plan assets (EOY)

$35.9M

Net assets (EOY)

$35.9M

How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TNHC REALTY AND CONSTRUCTION, INC..

Plan sponsor

Name

TNHC REALTY AND CONSTRUCTION, INC.

DBA

DBA THE NEW HOME COMPANY

EIN

27-0562009all filings

Address

15231 LAGUNA CANYON ROAD · SUITE 250 · IRVINE, CA · 92618

Phone

(949) 382-7800

Industry

Construction

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$33K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GALLAGHER FIDUCIARY ADVISORS LLC	36-4291971	—	ADVISOR	$54K	—

Investments

32 direct securities· $35.9M(100% of reported assets)

Mutual Funds

$27.4M

21 holdings

Common Collective Trusts

$4.3M

1 holding

Other securities

$3.6M

8 holdings

Bonds / Notes

$443K

1 holding

U.S. Treasuries

$146K

1 holding

					% of plan
Fidelity 500 Index Mutual Fund -	Common Collective Trusts	—	—	$4.3M	12.1%
American Funds Balanced R6 Mutual Fund -	Mutual Funds	—	—	$4.0M	11.1%
American Funds Target Date 2030 R6 Mutual Fund -	Mutual Funds	—	—	$3.1M	8.5%
American Funds Target Date 2040 R6 Mutual Fund -	Mutual Funds	—	—	$3.1M	8.5%
American Funds Target Date 2045 R6 Mutual Fund -	Mutual Funds	—	—	$2.7M	7.6%
American Funds Target Date 2035 R6 Mutual Fund -	Mutual Funds	—	—	$2.4M	6.6%
American Funds Target Date 2050 R6 Mutual Fund -	Mutual Funds	—	—	$2.2M	6.3%
Fidelity Retirement Government Money Market Mutual Fund -	Mutual Funds	—	—	$2.2M	6.2%
American Funds Target Date 2025 R6 Mutual Fund -	Mutual Funds	—	—	$1.9M	5.4%
AB Large Cap Growth Class Z Mutual Fund -	Other securities	—	—	$1.5M	4.3%
American Funds Target Date 2055 R6 Mutual Fund -	Mutual Funds	—	—	$1.4M	3.8%
American Funds Target Date 2020 R6 Mutual Fund -	Mutual Funds	—	—	$928K	2.6%
American Funds Target Date 2060 R6 Mutual Fund -	Mutual Funds	—	—	$857K	2.4%
Parnassus Core Equity Investments Mutual Fund -	Other securities	—	—	$569K	1.6%
Fidelity International Index Premium Mutual Fund -	Mutual Funds	—	—	$550K	1.5%
Fidelity Small Cap Growth Mutual Fund -	Mutual Funds	—	—	$487K	1.4%
Notes receivable from participants 4.25% - 9.50% -	Bonds / Notes	—	—	$443K	1.2%
Fidelity Mid Cap Index Premium Mutual Fund -	Mutual Funds	—	—	$442K	1.2%
Allspring Core Bond Inst Mutual Fund -	Other securities	—	—	$394K	1.1%
Janus Enterprise N Mutual Fund -	Mutual Funds	—	—	$338K	0.9%
American Funds New World R6 Mutual Fund -	Mutual Funds	—	—	$285K	0.8%
Federated High Yield Trust SS Mutual Fund -	Other securities	—	—	$275K	0.8%
Neuberger Berman Large Cap Value R6 Mutual Fund -	Other securities	—	—	$263K	0.7%
John Hancock Disciplined Value Mid Cap Mutual Fund -	Other securities	—	—	$225K	0.6%
American Funds EuroPacific Growth R6 Mutual Fund -	Mutual Funds	—	—	$211K	0.6%
Neuberg Berman Strategic Income Mutual Fund -	Other securities	—	—	$210K	0.6%
Fidelity Small Cap Index Premium Mutual Fund -	Mutual Funds	—	—	$189K	0.5%
Principal Real Estate Securities R6 Mutual Fund -	Other securities	—	—	$154K	0.4%
JPMorgan Government Bond Select Mutual Fund -	U.S. Treasuries	—	—	$146K	0.4%
Franklin Small Cap Value Class R6 Mutual Fund -	Mutual Funds	—	—	$80K	0.2%
American Funds Target Date 2010 R6 Mutual Fund -	Mutual Funds	—	—	$54K	0.2%
American Funds Target Date 2015 R6 Mutual Fund -	Mutual Funds	—	—	$8K	<0.1%