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Original filing (PDF)20251016211240NAL0013841986007
HOMELIGHT, INC.
Form 5500
FILING_RECEIVED
HOMELIGHT, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
43% in single holding
Active participants
114
Accounts w/ balance
345
Plan assets (EOY)
$8.5M
Net assets (EOY)
$8.5M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Value Mutual funds Vanguard Total Stock Index Admiral Shares Mutual Fund" is 43% of plan.
Helping the score
- Below-peer total fees (20 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOMELIGHT, INC..
Plan sponsor
Name
HOMELIGHT, INC.
EIN
45-2078779
Address
1375 N SCOTTSDALE RD · STE 140 · SCOTTSDALE, AZ · 85257
Phone
(650) 713-4316
Industry
Real Estatesee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SENSIBA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $17K | — |
Investments
28 direct securities· $8.4M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party- Identity of Issue, Including Maturity Date, Rate In- Borrower, Lessor, of Interest, Collateral, Par Current Interest or Similar Party or Maturity Value Mutual funds Vanguard Total Stock Index Admiral Shares Mutual Fund | — | — | — | $3.6M | 42.8% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund | — | — | — | $1.5M | 17.1% | |
| Vanguard Total Bond Index Admiral Shares Mutual Fund | — | — | — | $923K | 10.8% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $751K | 8.8% | |
| Vanguard Specialized Div Reit Index Fund Admiral Shares Mutual Fund | — | — | — | $376K | 4.4% | |
| Vanguard Total International Bond Index Admiral Shares Mutual Fund | — | — | — | $310K | 3.6% | |
| Vanguard Index 500 Admiral Shares Mutual Fund | — | — | — | $274K | 3.2% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $231K | 2.7% | |
| Vanguard Growth Index Fund Admiral Shares Mutual Fund | — | — | — | $103K | 1.2% | |
| Vanguard Information Technology Index Admiral Shares Mutual Fund | — | — | — | $72K | 0.8% | |
| Cash | — | — | — | $64K | 0.8% | |
| Vanguard FTSE Social Index Fund Admiral Shares Mutual Fund | — | — | — | $34K | 0.4% | |
| Vanguard Small-Cap Value Index Admiral Shares Mutual Fund | — | — | — | $32K | 0.4% | |
| Vanguard Long-Term Bond Index Fund Mutual Fund | — | — | — | $29K | 0.3% | |
| Vanguard Value Index Admiral Shares Mutual Fund | — | — | — | $27K | 0.3% | |
| Vanguard Group Total Institutional Stock Index Admiral Mutual Fund | — | — | — | $24K | 0.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $21K | 0.2% | |
| Vanguard Specialized Div Dividend Apprec Index Admiral Mutual Fund | — | — | — | $20K | 0.2% | |
| Vanguard Financials Index Admiral Mutual Fund | — | — | — | $14K | 0.2% | |
| Vanguard International Equity Index Mutual Fund | — | — | — | $11K | 0.1% | |
| Vanguard Extended Market Index Fund Admiral Shares Mutual Fund | — | — | — | $8K | <0.1% | |
| Vanguard Energy Index Admiral Mutual Fund | — | — | — | $8K | <0.1% | |
| Vanguard Large Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Short-Term Inflation Protected Securities Index fund Admiral Sha Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Utilities Index Fund Admiral Shares Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Small-Cap Index Admiral Shares Mutual Fund | — | — | — | $3K | <0.1% | |
| Vanguard Health Care Index Fund Admiral Shares Mutual Fund | — | — | — | $1K | <0.1% | |
| Vanguard Industrials Index Admiral Mutual Fund | — | — | — | $1K | <0.1% |