How big is Home Run, Inc.'s plan?

Home Run, Inc.'s plan reported $6.9M in assets and 169 participants for 2024.

Original filing (PDF)20251009144754NAL0011175104001

Home Run, Inc.

Name: Home Run, Inc. — The Home Run, Inc. Retirement Plan, Form 5500 (2024)
Creator: Home Run, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Home Run, Inc. Retirement Plan and Trust

401(k) retirement plan · Home Run, Inc.'s The Home Run, Inc. Retirement Plan and Trust held $6.9M in plan assets for 169 participants in 2024, with Empower as recordkeeper.

Signals · 2

57% employer stockHigh average account balance

Active participants

169

Accounts w/ balance

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

People on this filing

TANA Long signed Home Run, Inc.'s 2024 Form 5500 as plan administrator.

TANA Long — 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

Home Run, Inc.'s EIN is 31-0825101.

EIN 31-0825101

Plan number 001

Plan year 2024

ACK ID 20251009144754NAL0011175104001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Home Run, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Home Run, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

High average account balance (95th percentile).

Plan sponsor

Name

HOME RUN, INC.

EIN

all filings

Address

1299 LAVELLE DRIVE · XENIA, OH · 453855675

Phone

(800) 543-9198

Industry

Transportation & Warehousing

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS. CO. OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$7K	—
ASCENSUS HOLDINGS INC., FUTUREPLAN	—	SAN DIEGO, CA	CONTRACT ADMIN	$3K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

25 direct securities· $6.9M(99% of reported assets)

Common Stocks

$3.9M

8 holdings

Mutual Funds

$1.9M

13 holdings

Common Collective Trusts

$769K

2 holdings

Cash / Money Market

$218K

1 holding

Bonds / Notes

$112K

1 holding

					% of plan
Columbia Contrarian Core Registered investment company (y)	Common Stocks	—	—	$1.4M	20.5%
AB Large Capital Growth Registered investment company (y)	Common Stocks	—	—	$1.3M	19.3%
Delaware Value Fund Registered investment company (y)	Common Stocks	—	—	$731K	10.5%
DWS Equity 500 Index Fund Registered investment company (y)	Common Collective Trusts	—	—	$478K	6.9%
MFS Moderate Allocation Fund Registered investment company (y)	Mutual Funds	—	—	$375K	5.4%
MFS Bond Fund Registered investment company (y)	Mutual Funds	—	—	$370K	5.3%
Empower International Index Fund Registered investment company (y)	Common Collective Trusts	—	—	$291K	4.2%
MFS Total Return Fund Registered investment company (y)	Mutual Funds	—	—	$242K	3.5%
JPMorgan Prime Money Market Registered investment company (y)	Cash / Money Market	—	—	$218K	3.1%
Thornburg Value Fund Registered investment company (y)	Common Stocks	—	—	$207K	3.0%
American Century Equity Income Fund Registered investment company (y) 124 American Funds Capital World Growth Registered investment company (y)	Mutual Funds	—	—	$181K	2.6%
MFS Government Securities Fund Registered investment company (y)	Mutual Funds	—	—	$155K	2.2%
The Hartford Balanced Income Registered investment company (y)	Common Stocks	—	—	$137K	2.0%
MFS Core Equity Fund Registered investment company (y)	Mutual Funds	—	—	$119K	1.7%
MFS Growth Allocation Fund Registered investment company (y)	Mutual Funds	—	—	$118K	1.7%
High: 9.25% 0	Bonds / Notes	—	—	$112K	1.6%
Invesco Gold and Special Minerals Registered investment company (y)	Mutual Funds	—	—	$94K	1.4%
American Funds Washington Mutual Registered investment company (y)	Mutual Funds	—	—	$81K	1.2%
MFS Aggressive Growth Allocation Fund Registered investment company (y)	Mutual Funds	—	—	$68K	1.0%
Invesco Global Opportunities Registered investment company (y)	Mutual Funds	—	—	$39K	0.6%
Victory Integrity Discovery Fund Registered investment company (y)	Common Stocks	—	—	$22K	0.3%
Delaware Mid Cap Growth Registered investment company (y)	Common Stocks	—	—	$21K	0.3%
Franklin High Income Fund Registered investment company (y)	Mutual Funds	—	—	$21K	0.3%
PIMCO Income Fund Registered investment company (y)	Mutual Funds	—	—	$18K	0.3%
Virtus Ceredex Mid Cap Value Fund Registered investment company (y)	Common Stocks	—	—	$2K	<0.1%