Heather Stewart signed Homewise, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Homewise, Inc.'s EIN is 85-0346325.
Download the official 2024 Form 5500 (PDF) for Homewise, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Homewise, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | — | RECORDKEEPER & TPA | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUBUQUE BANK & TRUST COMPANY | 42-0223620 | — | NONE | $22K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.6M | 95.8% | |
| [Assets held in participant loans] | Other | — | — | $294K | 3.0% | |
| [Assets held in interest-bearing cash] | Other | — | — | $96K | 1.0% |
