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Original filing (PDF)20251013170304NAL0000856275001
HOME SOLUTIONS MANAGEMENT INC
Form 5500
FILING_RECEIVED
HOME SOLUTIONS MANAGEMENT INC 401K PLAN
401(k) retirement plan
Signals · 2
32% in single holdingNo recordkeeper disclosed
Active participants
149
Accounts w/ balance
214
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
84
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Target Retirement 2055 Fund Vanguard 0" is 32% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOME SOLUTIONS MANAGEMENT INC.
Plan sponsor
Name
HOME SOLUTIONS MANAGEMENT INC
EIN
93-1707912
Address
1122 OBERLIN ROAD · RALEIGH, NC · 27605
Phone
(703) 627-3389
Industry
Professional & Technical Servicessee 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
2025-10-13
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $990 | — |
Investments
15 direct securities· $5.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.8M | 32.2% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $1.1M | 19.7% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $682K | 12.5% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $610K | 11.1% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $601K | 11.0% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $309K | 5.6% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $176K | 3.2% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $147K | 2.7% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $38K | 0.7% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $24K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $19K | 0.3% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $19K | 0.3% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $6K | 0.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 350 Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $2K | <0.1% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $1K | <0.1% |
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