How big is Agave Home Loans LLC's plan?

Agave Home Loans LLC's plan reported $512K in assets and 65 participants for 2024.

Original filing (PDF)20250605190630NAL0020702160001

Agave Home Loans LLC

Name: Agave Home Loans LLC — Agave Home Loans 401(k), Form 5500 (2024)
Creator: Agave Home Loans LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Agave Home Loans 401(k)

401(k) retirement plan · Agave Home Loans LLC's Agave Home Loans 401(k) held $512K in plan assets for 65 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$512K

Net assets (EOY)

$512K

People on this filing

Shirley Horner signed Agave Home Loans LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Agave Home Loans LLC's EIN is 84-4512848.

EIN 84-4512848

Plan number 001

Plan year 2024

ACK ID 20250605190630NAL0020702160001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Agave Home Loans LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Agave Home Loans LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AGAVE HOME LOANS LLC.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score