· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FAMILY FIRST VENTURES INC DBA HOME INSTEAD — FAMILY FIRST VENTURES INC DBA HOME INSTEAD 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250603132223NAL0007639571001
FAMILY FIRST VENTURES INC DBA HOME INSTEAD
Form 5500-SF
FILING_RECEIVED
FAMILY FIRST VENTURES INC DBA HOME INSTEAD 401(K) PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
5
Plan assets (EOY)
$47K
Net assets (EOY)
$47K
Plan health score (directional)
84
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FAMILY FIRST VENTURES INC DBA HOME INSTEAD
.
Find decision makers
Plan sponsor
Name
FAMILY FIRST VENTURES INC DBA HOME INSTEAD
EIN
87-2822748
Address
461 TENNESSEE ST STE O · REDLANDS, CA · 923738161
Phone
(626) 388-7791
Industry
Health Care & Social Assistance
see all
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
2025-06-03
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Health Care & Social Assistance plans
TAYLOR CIRCLE OF FRIENDS, LLC
TAYLOR CIRCLE OF FRIENDS, LLC
$47K · 14 participants
AERIE VENTURES LLC
AERIE VENTURES LLC
$47K · 404 participants
OPTIMAL HOMECARE SOLUTIONS INC
OPTIMAL HOMECARE SOLUTIONS INC
$47K · 43 participants
CHAUTARI HOME CARE
CHAUTARI HOME CARE LLC - 401K
$47K · 48 participants
VALIANT HOSPICE & PALLIATIVE
VALIANT HOSPICE & PALLIATIVE CARE 401(K)
$47K · 14 participants
65
Knocking points off
Only 19% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HONORA HOME SERVICES LLC
HONORA HOME SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST
$47K · 61 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B