Original filing (PDF)20240924042243NAL0004486435001

HOUSING AND HEALTHCARE FINANCE

Name: HOUSING AND HEALTHCARE FINANCE — HOUSING AND HEALTHCARE FINANCE 401K PS PLAN, Form 5500 (2023)
Creator: HOUSING AND HEALTHCARE FINANCE

Form 5500-SF

FILING_RECEIVED

HOUSING AND HEALTHCARE FINANCE 401K PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOUSING AND HEALTHCARE FINANCE.

Plan sponsor

Name

HOUSING AND HEALTHCARE FINANCE

EIN

32-0002371

Address

26 PARK RD · SHORT HILLS, NJ · 07078

Phone

(973) 971-9782

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-01-23

Filed

2024-09-24

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

NATIONS TRUST MORTGAGE

NATIONS TRUST MORTAGE INC.

ALPINE FINANCIAL INC.

ALPINE FINANCIAL 401(K) PLAN

FIRST FIDELITY MORTGAGE CORPORATION

FIRST FIDELITY MORTGAGE CORP. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

WYNDHAM CAPITAL MORTGAGE, INC

WYNDHAM CAPITAL MORTGAGE, INC 401(K) PLAN

FIDELITY FUNDING MORTGAGE CORP

FIDELITY FUNDING MORTGAGE CORP 401K PLAN