Original filing (PDF)20240531060304NAL0007554323001

HOME IS WHERE THE HEART IS LET

Name: HOME IS WHERE THE HEART IS LET — HOME IS WHERE THE HEART IS 401K PLAN, Form 5500 (2023)
Creator: HOME IS WHERE THE HEART IS LET

Form 5500-SF

FILING_RECEIVED

HOME IS WHERE THE HEART IS 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOME IS WHERE THE HEART IS LET.

Plan sponsor

Name

HOME IS WHERE THE HEART IS LET

EIN

84-4923216

Address

2478 LAKE AVE · FORT WAYNE, IN · 46805

Phone

(260) 387-6369

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-31

Pension benefit codes

2E · Profit-sharing

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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