How big is Mountain Homes Concierge, Inc.'s plan?

Mountain Homes Concierge, Inc.'s plan reported $90K in assets and 4 participants for 2024.

Original filing (PDF)20251014190625NAL0001763539001

Mountain Homes Concierge, Inc.

Name: Mountain Homes Concierge, Inc. — Mountain Homes, Form 5500 (2024)
Creator: Mountain Homes Concierge, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mountain Homes Concierge, Inc. 401(k) Plan

401(k) retirement plan · Mountain Homes Concierge, Inc.'s Mountain Homes Concierge, Inc. 401(k) Plan held $90K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$90K

Net assets (EOY)

$90K

People on this filing

Julie McMullin signed Mountain Homes Concierge, Inc.'s 2024 Form 5500 as plan administrator.

Julie McMullin — 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

Mountain Homes Concierge, Inc.'s EIN is 87-0617283.

EIN 87-0617283

Plan number 002

Plan year 2024

ACK ID 20251014190625NAL0001763539001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mountain Homes Concierge, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mountain Homes Concierge, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOUNTAIN HOMES CONCIERGE, INC..

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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