Original filing (PDF)20250603073905NAL0029180082001

HARMONY HOME

Name: HARMONY HOME — HARMONY HOME 401(K) PLAN, Form 5500 (2024)
Creator: HARMONY HOME

Form 5500-SF

FILING_RECEIVED

HARMONY HOME 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$770K

Net assets (EOY)

$770K

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARMONY HOME.

Plan sponsor

Name

HARMONY HOME

EIN

68-0464596

Address

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

Phone

(925) 256-6303

Industry

Health Care & Social Assistancesee 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

2025-06-03

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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