Original filing (PDF)20250930154303NAL0015139328001

HOMEWARD BOUND, LLC

Name: HOMEWARD BOUND, LLC — HOMEWARD BOUND, LLC 401(K) PLAN, Form 5500 (2024)
Creator: HOMEWARD BOUND, LLC

Form 5500-SF

FILING_RECEIVED

HOMEWARD BOUND, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$283K

Net assets (EOY)

$283K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOMEWARD BOUND, LLC.

Plan sponsor

Name

HOMEWARD BOUND, LLC

EIN

35-2667027

Address

464004 STATE ROAD 200 · YULEE, FL · 32907

Phone

(904) 415-3121

Industry

Accommodation & Food Servicessee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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