How big is Hometeam Technologies, Inc.'s plan?

Hometeam Technologies, Inc.'s plan reported $3.8M in assets and 131 participants for 2024.

Original filing (PDF)20251114112638NAL0002744257001

Hometeam Technologies, Inc.

Name: Hometeam Technologies, Inc. — Hometeam Technologies, Form 5500 (2024)
Creator: Hometeam Technologies, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hometeam Technologies 401(k) Plan

401(k) retirement plan · Hometeam Technologies, Inc.'s Hometeam Technologies 401(k) Plan held $3.8M in plan assets for 131 participants in 2024, with Human Interest as recordkeeper.

Signals · 3

Late participant contributionsPossibly inadequate fidelity bond43% in single holding

Active participants

131

Accounts w/ balance

118

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Marcus Bowie signed Hometeam Technologies, Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Hometeam Technologies, Inc.'s EIN is 83-2116355.

EIN 83-2116355

Plan number 002

Plan year 2024

ACK ID 20251114112638NAL0002744257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hometeam Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hometeam Technologies, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOMETEAM TECHNOLOGIES, INC..

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How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 17K (1% of contributions).
Fidelity bond appears below the 10%-of-assets requirement.

Plan sponsor

Name

HOMETEAM TECHNOLOGIES, INC.

EIN

all filings

Address

119 W. 24 STREET · SUITE 508 · NEW YORK, NY · 10011

Phone

(888) 268-2031

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-11-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C.

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
HUMAN INTEREST ADVISOR LLC	47-4307706	SAN FRANCISCO, CA	RECORDKEEPER	$13K	—

Investments

23 direct securities· $3.7M(99% of reported assets)

Mutual Funds

$2.0M

20 holdings

Common Collective Trusts

$1.7M

2 holdings

Bonds / Notes

$27K

1 holding

					% of plan
Vanguard Total Stock Market Index Admiral Fund Mutual Fund	Common Collective Trusts	—	—	$1.6M	43.1%
Vanguard Total Intl Stock Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$951K	25.4%
Vanguard Total Bond Market Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$420K	11.2%
Vanguard Real Estate Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$282K	7.5%
Vanguard Total Intl Bond Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$177K	4.7%
Vanguard 500 Index Admiral Fund Mutual Fund	Common Collective Trusts	—	—	$77K	2.1%
Vanguard Growth Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$42K	1.1%
Vanguard Mid Cap Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$32K	0.8%
Participant Loans (interest rate range 8.50% - 9.50%)	Bonds / Notes	—	—	$27K	0.7%
Vanguard Small Cap Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$26K	0.7%
Vanguard Small Cap Value Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$10K	0.3%
Vanguard Developed Markets Index Admiral Fund Mutual Fund 708 Vanguard Emerging Markets Stock Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$10K	0.3%
Vanguard Interm-Term Bond Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$8K	0.2%
Vanguard Short-Term Infl-Prot Sec Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$8K	0.2%
Vanguard Value Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$7K	0.2%
DFA Global Real Estate Securities Port Fund Mutual Fund	Mutual Funds	—	—	$5K	0.1%
DFA Emerging Markets Value I Fund Mutual Fund	Mutual Funds	—	—	$5K	0.1%
DFA International Value I Fund Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
DFA International Core Equity I Fund Mutual Fund	Mutual Funds	—	—	$4K	<0.1%
Vanguard Mid-Cap Value Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$3K	<0.1%
Vanguard Small Cap Growth Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Mid-Cap Growth Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
(1) DFA Emerging Markets Small Cap I Fund Mutual Fund	Mutual Funds	—	—	$2K	<0.1%