Original filing (PDF)20251002094608NAL0000454368001

HOMESTEADER, LLC

Name: HOMESTEADER, LLC — HOMESTEADER 401(K) PLAN, Form 5500 (2024)
Creator: HOMESTEADER, LLC

Form 5500-SF

FILING_RECEIVED

HOMESTEADER 401(K) PLAN

401(k) retirement plan

Active participants

105

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

HOMESTEADER, LLC

EIN

83-2639525

Address

511 OLD HIGHWAY 33 · NEW TAZEWELL, TN · 37825

Phone

(423) 626-9040

Industry

Other Services (ex. Public Admin)see 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

2025-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

C W WILLIAMS AND COMPANY LLC

C W WILLIAMS AND COMPANY LLC RETIREMENT PLAN

$1.3M · 30 participants

PATHFINDER INTEGRATED CO. INC.

PATHFINDER SYSTEMS 401K PLAN

$1.3M · 13 participants

FL SERVICE TEAM, INC.

FL SERVICE TEAM, INC. 401K PLAN

$1.3M · 30 participants

MACHINE TOOL SPECIALTIES, INC.

MACHINE TOOL SPECIALTIES RETIREMENT SAVINGS PLAN

$1.3M · 21 participants

PJP INSTALLERS INC

PJP INSTALLERS INC 401(K) PROFIT SHARING PLAN & TRUST

Knocking points off

No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 29% as many balances as active participants — suggests many active employees aren't deferring.

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.