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Original filing (PDF)20250722144817NAL0007338786001
HOMETAP EQUITY PARTNERS LLC
Form 5500
FILING_RECEIVED
HOMETAP EQUITY PARTNERS 401(K) PLAN
401(k) retirement plan
Active participants
248
Accounts w/ balance
331
Plan assets (EOY)
$12.9M
Net assets (EOY)
$12.9M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOMETAP EQUITY PARTNERS LLC.
Plan sponsor
Name
HOMETAP EQUITY PARTNERS LLC
EIN
82-3844831
Address
75 ARLINGTON ST. · STE 500 · BOSTON, MA · 02116
Phone
(855) 223-3144
Industry
Finance & Insurancesee 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
2025-07-22
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HALLOWELL 401(K) ASSURANCE, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BETTERMENT FOR BUSINESS, LLC | 47-4872674 | NEW YORK, NY | RECORDKEEPER | $5K | — |
Investments
40 direct securities· $12.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF " | — | — | — | $3.0M | 23.2% | |
| Vanguard FTSE Developed Markets " | — | — | — | $2.9M | 22.5% | |
| SPDR Portfolio S&P 500 ETF " | — | — | — | $2.3M | 17.7% | |
| Vanguard FTSE Emerging Markets " | — | — | — | $1.0M | 7.8% | |
| iShares Core MSCI Emerging Markets ETF " ** 701 b iShares Core Total US Bond Market ETF " | — | — | — | $919K | 7.1% | |
| SPDR Portfolio S&P 400 Mid Cap " | — | — | — | $680K | 5.3% | |
| SPDR Portfolio S&P 600 Small Cap ETF " | — | — | — | $519K | 4.0% | |
| Goldman Sachs ActiveBeta US Large Cap Equity " | — | — | — | $324K | 2.5% | |
| Vanguard Total International Bond ETF " | — | — | — | $200K | 1.5% | |
| iShares Emerging Markets USD Bond ETF " | — | — | — | $180K | 1.4% | |
| Participant loans Participant loans, - | — | — | — | $133K | 1.0% | |
| Invesco Emerging Markets Sovereign Debt ETF " ** 21 b iShares 0-5 Year TIPS Bond ETF " | — | — | — | $81K | 0.6% | |
| Goldman Sachs ActiveBeta International Equity " | — | — | — | $72K | 0.6% | |
| iShares MSCI ACWI Low Carbon Target ETF " | — | — | — | $50K | 0.4% | |
| Goldman Sachs ActiveBeta Europe Equity ETF " | — | — | — | $45K | 0.4% | |
| As of December 31, 2024 b Vanguard Small-Cap Value ETF " | — | — | — | $31K | 0.2% | |
| SPDR S&P Kensho New Economies Composite ETF " | — | — | — | $30K | 0.2% | |
| Schwab U.S. Broad Market ETF " | — | — | — | $30K | 0.2% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity " | — | — | — | $29K | 0.2% | |
| Goldman Sachs Access Invest. Grade Corp. Bond ETF " | — | — | — | $25K | 0.2% | |
| iShares Trust iShares USD Green Bond ETF " | — | — | — | $24K | 0.2% | |
| Vanguard Value ETF " | — | — | — | $21K | 0.2% | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF " | — | — | — | $21K | 0.2% | |
| Goldman Sachs ActiveBeta Japan Equity ETF " | — | — | — | $18K | 0.1% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF " | — | — | — | $17K | 0.1% | |
| SPDR Bloomberg 3-12 Month T-Bill ETF " ** 975 b SPDR MSCI EAFE Fossil Fuel Free ETF " | — | — | — | $13K | <0.1% | |
| Goldman Sachs Access Emerging Markets USD Bond ETF Exchange traded fund | — | — | — | $12K | <0.1% | |
| Vanguard LongTerm Government Bond " | — | — | — | $11K | <0.1% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF " | — | — | — | $11K | <0.1% | |
| Vanguard Mid-Cap Value ETF " | — | — | — | $10K | <0.1% | |
| Goldman Sachs TreasuryAccess 01 Year ETF " | — | — | — | $7K | <0.1% | |
| TCW Transform 500 ETF " | — | — | — | $6K | <0.1% | |
| JP Morgan Ultra-Short Income " | — | — | — | $6K | <0.1% | |
| SPDR MSCI Emerging Markets Fossil Fuel Free ETF " | — | — | — | $5K | <0.1% | |
| iShares ESG Aware MSCI USA Small-Cap ETF " | — | — | — | $5K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities ETF " | — | — | — | $5K | <0.1% | |
| Schwab U.S. REIT ETF " | — | — | — | $4K | <0.1% | |
| Goldman Sachs Access Inflation Protected USD Bond ETF " | — | — | — | $4K | <0.1% | |
| iShares Core MSCI EAFE ETF " | — | — | — | $1K | <0.1% | |
| Plan Year Transferred Late to Plan (1) Not Corrected Outside VFCP 51 2023 150 - 150 - 2024 992 - 992 - b 1,142 - | — | — | — | $1K | <0.1% |
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