Esmeralda ROTH signed Homestead Building Systems, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Homestead Building Systems, Inc.'s EIN is 54-1775473.
Download the official 2023 Form 5500 (PDF) for Homestead Building Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Homestead Building Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TFO-TDC, LLC | 20-1017513 | — | INVESTMENT/FINANCIAL ADVI | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2.8M | 28.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.5M | 15.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $904K | 9.2% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $634K | 6.5% | |
| FID 500 IND | Registered Investment Companies | — | — | $469K | 4.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $391K | 4.0% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $334K | 3.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $322K | 3.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $293K | 3.0% | |
| TIAA-CREF LC GROWTH INDEX INST | Registered Investment Companies | — | — | $241K | 2.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $241K | 2.5% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $207K | 2.1% | |
| DFA US CORE EQUITY 2 PORT INST | Registered Investment Companies | — | — | $152K | 1.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $150K | 1.5% | |
| DFA EMG MKT CORE EQ - I | Registered Investment Companies | — | — | $130K | 1.3% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $106K | 1.1% | |
| DFA INTL CORE EQUITY PORT INST | Registered Investment Companies | — | — | $103K | 1.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $94K | 1.0% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $68K | 0.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $40K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $36K | 0.4% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $31K | 0.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $28K | 0.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $26K | 0.3% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $25K | 0.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $24K | 0.2% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $24K | 0.2% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| DFA INTL REAL ESTATE SEC INST | Registered Investment Companies | — | — | $3K | <0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
