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Original filing (PDF)20251106223401NAL0006690691001
HOMELIGHT SETTLEMENT
Form 5500
FILING_RECEIVED
HOMELIGHT SETTLEMENT 401(K) PLAN
401(k) retirement plan
Signals · 1
37% in single holding
Active participants
64
Accounts w/ balance
137
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
How this plan invests
This plan
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
81
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Index Admiral Shares Mutual Fund" is 37% of plan.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOMELIGHT SETTLEMENT.
Plan sponsor
Name
HOMELIGHT SETTLEMENT
EIN
83-1726902
Address
100 CALIFORNIA STREET · 800 · SAN FRANCISCO, CA · 94111
Phone
(650) 713-4316
Industry
Real Estatesee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SENSIBA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
11 direct securities· $1.2M(93% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Index Admiral Shares Mutual Fund | — | — | — | $433K | 34.4% | |
| Vanguard Group Growth Index Admiral Shares Mutual Fund | — | — | — | $179K | 14.2% | |
| Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund | — | — | — | $167K | 13.3% | |
| Vanguard Total Bond Index Admiral Shares Mutual Fund | — | — | — | $148K | 11.7% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $85K | 6.8% | |
| Vanguard Total International Bond Index Admiral Shares Mutual Fund | — | — | — | $53K | 4.2% | |
| Vanguard Specialized Dividend REIT Index Admiral Shares Mutual Fund | — | — | — | $44K | 3.5% | |
| Notes receivable from participants through 2032 | — | — | — | $26K | 2.0% | |
| Vanguard Large Cap Index Admiral Mutual Fund | — | — | — | $17K | 1.4% | |
| Vanguard Group FTSE Social Index Admiral Shares Mutual Fund | — | — | — | $9K | 0.7% | |
| Vanguard Short-Term Inflation-Protected Securities Fund Investor Shares Mutual Fund | — | — | — | $5K | 0.4% |
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