How big is Homeword's plan?

Homeword's plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250429123458NAL0000701200001

Homeword

Name: Homeword — Homeword 403(b) Retirement Plan, Form 5500 (2024)
Creator: Homeword
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Homeword 403(b) Retirement Plan

403(b) retirement plan · Homeword's Homeword 403(b) Retirement Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Cindy Ward signed Homeword's 2024 Form 5500 as plan administrator.

Cindy Ward — Plan Administrator — Form 5500 signer
James Burns — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Homeword's EIN is 33-0072984.

EIN 33-0072984

Plan number 001

Plan year 2024

ACK ID 20250429123458NAL0000701200001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Homeword's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HOMEWORD

EIN

all filings

Address

30210 RANCHO VIEJO RD STE B · SAN JUAN CAPISTRANO, CA · 92675

Phone

(949) 485-3904

Industry

Other Services (ex. Public Admin)

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

2025-04-29

Pension benefit codes

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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