Original filing (PDF)20250530152628NAL0015691344001

HOME MORTGAGE ALLIANCE CORPORA

Name: HOME MORTGAGE ALLIANCE CORPORA — HOME MORTGAGE ALLIANCE CORPORA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: HOME MORTGAGE ALLIANCE CORPORA

Form 5500-SF

FILING_RECEIVED

HOME MORTGAGE ALLIANCE CORPORA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

140

Accounts w/ balance

Plan assets (EOY)

$642K

Net assets (EOY)

$642K

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOME MORTGAGE ALLIANCE CORPORA.

Plan sponsor

Name

HOME MORTGAGE ALLIANCE CORPORA

EIN

46-3331326

Address

4 HUTTON CENTRE DR STE 500 · SANTA ANA, CA · 927078710

Phone

(714) 417-9974

Industry

Finance & Insurancesee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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