How big is Loren Homes' plan?

Loren Homes' plan reported $770K in assets and 4 participants for 2025.

Original filing (PDF)20260429150427NAL0011080337001

Loren Homes

Name: Loren Homes — Loren Homes 401(k) Plan, Form 5500 (2025)
Creator: Loren Homes
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Loren Homes 401(k) Plan

401(k) retirement plan · Loren Homes' Loren Homes 401(k) Plan held $770K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$770K

Net assets (EOY)

$770K

People on this filing

Carrie Lauren Merritt signed Loren Homes' 2025 Form 5500 as plan administrator.

Carrie Lauren Merritt — 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

Loren Homes' EIN is 82-2781985.

EIN 82-2781985

Plan number 001

Plan year 2025

ACK ID 20260429150427NAL0011080337001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Loren Homes from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Loren Homes' 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 LOREN HOMES.

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Plan sponsor

Name

LOREN HOMES

EIN

all filings

Address

PO BOX 971 · WOODSTOCK, GA · 30188

Phone

(770) 639-3391

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-29

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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