How big is Harmony Home's plan?

Harmony Home's plan reported $770K in assets and 74 participants for 2024.

Original filing (PDF)20250603073905NAL0029180082001

Harmony Home

Name: Harmony Home — Harmony Home 401(k) Plan, Form 5500 (2024)
Creator: Harmony Home
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harmony Home 401(k) Plan

401(k) retirement plan · Harmony Home's Harmony Home 401(k) Plan held $770K in plan assets for 74 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$770K

Net assets (EOY)

$770K

People on this filing

Carol McKinney signed Harmony Home's 2024 Form 5500 as plan administrator.

Carol McKinney — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Harmony Home's EIN is 68-0464596.

EIN 68-0464596

Plan number 001

Plan year 2024

ACK ID 20250603073905NAL0029180082001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harmony Home from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harmony Home's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARMONY HOME.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HARMONY HOME

EIN

all filings

Address

590 LENNON LN · SUITE 160 · WALNUT CREEK, CA · 94598

Phone

(925) 256-6303

Industry

Health Care & Social Assistance

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

2025-06-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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