Back to filter
Original filing (PDF)20250624093558NAL0010158768001
HILLCREST HOME, INC.
Form 5500-SF
FILING_RECEIVED
HILLCREST HOME, INC. 401(K) PLAN
401(k) retirement plan
Active participants
84
Accounts w/ balance
32
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
84
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILLCREST HOME, INC..
Plan sponsor
Name
HILLCREST HOME, INC.
EIN
42-0892136
Address
915 W 1ST STREET · SUMNER, IA · 50674
Phone
(563) 578-8591
Industry
Health Care & Social Assistancesee all
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
2025-06-24
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
SUNDANCE CANYON ACADEMY
SUNDANCE CANYON ACADEMY 401K PLAN
$1.2M · 10 participants
ALPINE FIRESIDE HEALTH CENTER, LTD
ALPINE FIRESIDE 401K PLAN
$1.2M · 41 participants
BLUE VALLEY LUTHERAN HOME SOCIETY INC.
BVLH RETIREMENT PLAN
$1.2M · 73 participants
WINSLOW CONVALESCENT CENTER
WINSLOW CAMPUS OF CARE 401(K) PLAN
$1.2M · 87 participants
CORNERSTONE OF MAINE INC
CORNERSTONE OF MAINE INC 401K PLAN
$1.2M · 43 participants
LARCHWOOD INNS, INC.
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LARCHWOOD INNS, INC.
$1.2M · 90 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B