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Original filing (PDF)20250619171013NAL0001905731001
HOUSECANARY INC.
Form 5500
FILING_RECEIVED
HOUSECANARY 401(K) PLAN
401(k) retirement plan
Active participants
66
Accounts w/ balance
101
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
16 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOUSECANARY INC..
Plan sponsor
Name
HOUSECANARY INC.
EIN
47-2312307
Address
535 MISSION STREET, · 14TH FLOOR · SAN FRANCISCO, CA · 94105
Phone
(714) 519-5660
Industry
Real Estatesee 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
2025-06-19
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)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $29K | — |
Investments
17 direct securities · 16 pooled funds· $8.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$5.8M
11 holdings
Uncategorized
$2.0M
17 holdings
Pooled Separate Account
$1.1M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.5M | 16.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.2M | 13.5% | |
| Vanguard Growth Index Admiral Fund | — | — | — | $1.2M | 13.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $987K | 11.1% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $907K | 10.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $740K | 8.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $533K | 6.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $351K | 4.0% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $243K | 2.7% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $179K | 2.0% | |
| Vanguard Small Cap Growth Index Admiral Fund | — | — | — | $142K | 1.6% | |
| JPMorgan Large Cap Value R6 Fund | — | — | — | $132K | 1.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $125K | 1.4% | |
| Vanguard Explorer Admiral Fund | — | — | — | $83K | 0.9% | |
| JPMorgan International Equity R6 Fund | — | — | — | $71K | 0.8% | |
| Franklin Templeton Investments Franklin Small-Mid Cap Growth R6 Fund | — | — | — | $67K | 0.8% | |
| Vanguard Small Cap Value Index Admiral Fund | — | — | — | $58K | 0.7% | |
| Vanguard Selected Value Investor Fund | — | — | — | $48K | 0.5% | |
| Vanguard High-Yield Corporate Adm Fund | — | — | — | $45K | 0.5% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $41K | 0.5% | |
| Dimensional Fund Advisors DFA Inflation Protected Securities I Fund | — | — | — | $38K | 0.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $34K | 0.4% | |
| PRIN MIDCAP GROWTH SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 021 | Pooled Separate Account | — | — | $34K | 0.4% | |
| American Funds American Funds New World R6 Fund | — | — | — | $31K | 0.3% | |
| Amundi US Pioneer Bond K Fund | — | — | — | $29K | 0.3% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $25K | 0.3% | |
| Nuveen Large Cap Responsible Equity R6 | — | — | — | $23K | 0.3% | |
| Franklin Templeton Investments Franklin Rising Dividends R6 Fund | — | — | — | $14K | 0.2% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $11K | 0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $9K | 0.1% | |
| Principal Life Insurance Company Principal Fixed Income Guaranteed Option | — | — | — | $7K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z Fund | — | — | — | $2K | <0.1% | |
| Participant Loans to participants, bearing interest at 4.25% | — | — | — | $1K | <0.1% |
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