Original filing (PDF)20251210115951NAL0004514819001

THOMAS POINT CAPITAL, LLC

Name: THOMAS POINT CAPITAL, LLC — HOME INSTEAD 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: THOMAS POINT CAPITAL, LLC

Form 5500-SF

FILING_RECEIVED

HOME INSTEAD 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS POINT CAPITAL, LLC.

Plan sponsor

Name

THOMAS POINT CAPITAL, LLC

EIN

83-0860675

Address

110 WEST RD, STE 410 · TOWSON, MD · 21204

Phone

(410) 337-8910

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-09-30

Filed

2025-12-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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