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Original filing (PDF)20251015131555NAL0002349715001
HOMESTYLE DIRECT LLC
Form 5500
FILING_RECEIVED
FORUS 401(K)
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
125
Accounts w/ balance
139
Plan assets (EOY)
$771K
Net assets (EOY)
$771K
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOMESTYLE DIRECT LLC.
Plan sponsor
Name
HOMESTYLE DIRECT LLC
EIN
51-0462004
Address
2032 HIGHLAND AVE E · TWIN FALLS, ID · 83301
Phone
(866) 735-0921
Industry
Accommodation & Food Servicessee all
Plan administrator
Name
FORUSALL, INC.
EIN
46-1803145
City
SAN CARLOS, CA
Phone
(844) 401-2253
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
19 direct securities· $766K(99% of reported assets)
Uncategorized
$622K
18 holdings
Mutual Funds
$145K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $145K | 18.8% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $127K | 16.5% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $105K | 13.6% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $82K | 10.6% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $72K | 9.4% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $58K | 7.5% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $54K | 7.1% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $37K | 4.9% | |
| Schwab S&P 500 Index | — | — | — | $30K | 3.9% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $18K | 2.3% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $12K | 1.6% | |
| Vanguard FTSE Social Index Fund Admiral | — | — | — | $6K | 0.8% | |
| Money Market Fund Vanguard Treasury Money Market Fund ** 315 * Participant Loans Interest rates from 8.75% to 9.50% | — | — | — | $5K | 0.6% | |
| Fidelity Total Market Index Fund | — | — | — | $4K | 0.5% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $3K | 0.4% | |
| Vanguard Short-Term Bond Index Adm | — | — | — | $2K | 0.3% | |
| Fidelity Mid Cap Index Institutional Premium | — | — | — | $2K | 0.3% | |
| Vanguard Total Institutional Stock Index Admiral | — | — | — | $2K | 0.2% | |
| Fidelity Small Cap Index Institutional Premium | — | — | — | $2K | 0.2% |
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