How big is MAKE IT Home's plan?

MAKE IT Home's plan reported $18K in assets and 11 participants for 2024.

Original filing (PDF)20251009160524NAL0003740179001

MAKE IT Home

Name: MAKE IT Home — MAKE IT Home 403(b) Plan, Form 5500 (2024)
Creator: MAKE IT Home
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MAKE IT Home 403(b) Plan

401(k) retirement plan · MAKE IT Home's MAKE IT Home 403(b) Plan held $18K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

Richard Tatum signed MAKE IT Home's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

MAKE IT Home's EIN is 85-4006962.

EIN 85-4006962

Plan number 001

Plan year 2024

ACK ID 20251009160524NAL0003740179001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

MAKE IT Home'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 MAKE IT HOME.

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Plan health score

Top-tier plan health

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MAKE IT HOME

EIN

all filings

Address

369-B 3RD STREET #331 · SAN RAFAEL, CA · 94901

Phone

(415) 578-3205

Industry

Health Care & Social Assistance

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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