How big is Homebridge, Inc.'s plan?

Homebridge, Inc.'s plan reported $8.8M in assets and 504 participants for 2024.

Original filing (PDF)20251008123253NAL0003280595001

Homebridge, Inc.

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

Form 5500

FILING_RECEIVED

Homebridge 403(b) Plan

401(k) retirement plan · Homebridge, Inc.'s Homebridge 403(b) Plan held $8.8M in plan assets for 504 participants in 2024, with TIAA as recordkeeper.

Signals · 2

Late participant contributionsNon-clean audit opinion

Active participants

504

Accounts w/ balance

476

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

Plan identifiers

Homebridge, Inc.'s EIN is 94-2985244.

EIN 94-2985244

Plan number 002

Plan year 2024

ACK ID 20251008123253NAL0003280595001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Homebridge, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

45 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 65K (4% of contributions).
Auditor issued a qualified / adverse / disclaimer opinion.

Helping the score

Below-peer total plan cost (85th percentile).

Plan sponsor

Name

HOMEBRIDGE, INC.

EIN

all filings

Address

1035 MARKET STREET, L-1 · SAN FRANCISCO, CA · 94103

Phone

(415) 255-0679

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

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

PENSION ASSURANCE LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TIAA-TEACHERS INSURANCE AND ANNUITY	13-1624203	NEW YORK, NY	RECORD-KEEPER	$7K	—

Investments

45 direct securities · 1 pooled fund· $8.7M(99% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$6.5M

37 holdings

Common Collective Trusts

$2.1M

7 holdings

Pooled Separate Account

$67K

1 holding

Bonds / Notes

$40K

1 holding

					% of plan
Teachers Insurance and Annuity Association of America TIAA Traditional Benefit-Responsive	Mutual Funds	—	—	$890K	10.1%
Nuveen Internatl Eq Idx	Common Collective Trusts	—	—	$660K	7.5%
Teachers Insurance and Annuity Association of America TIAA Traditional Benefit-Responsive 2	Mutual Funds	—	—	$587K	6.7%
Nuveen Equity Index R6	Common Collective Trusts	—	—	$550K	6.3%
Teachers Insurance and Annuity Association of America TIAA Access Nuv LifCyc 2050 T4	Mutual Funds	—	—	$529K	6.0%
Nuveen Small Cap Bld Idx R6	Common Collective Trusts	—	—	$517K	5.9%
Teachers Insurance and Annuity Association of America TIAA Access Nuv LifCyc 2035 T4	Mutual Funds	—	—	$425K	4.8%
Teachers Insurance and Annuity Association of America TIAA Access LifCyc 2055 T4	Mutual Funds	—	—	$404K	4.6%
Teachers Insurance and Annuity Association of America TIAA Access Nuv LifCyc 2045 T4	Mutual Funds	—	—	$391K	4.5%
College Retirement Equities Fund CREF Money Market R1	Mutual Funds	—	—	$366K	4.2%
College Retirement Equities Fund CREF Stock R1	Mutual Funds	—	—	$364K	4.1%
Teachers Insurance and Annuity Association of America TIAA Access Nuv LifCyc 2030 T4	Mutual Funds	—	—	$352K	4.0%
College Retirement Equities Fund CREF Growth R1	Mutual Funds	—	—	$295K	3.4%
College Retirement Equities Fund CREF Global Equities R1	Mutual Funds	—	—	$247K	2.8%
Teachers Insurance and Annuity Association of America TIAA Access Nuv LifCyc 2040 T4	Mutual Funds	—	—	$215K	2.4%
Vanguard Real Estate Idx Adm	Common Collective Trusts	—	—	$196K	2.2%
Teachers Insurance and Annuity Association of America TIAA Access Nuv LifCyc 2025 T4	Mutual Funds	—	—	$194K	2.2%
PIMCO Real Return Inst Class	Mutual Funds	—	—	$166K	1.9%
College Retirement Equities Fund CREF Inflation-Linked Bond R1	Mutual Funds	—	—	$158K	1.8%
College Retirement Equities Fund CREF Equity Index R1	Common Collective Trusts	—	—	$146K	1.7%
Teachers Insurance and Annuity Association of America TIAA Access Nuv LifCyc 2020 T4	Mutual Funds	—	—	$129K	1.5%
Teachers Insurance and Annuity Association of America TIAA Access Nuv LifCyc 2015 T4	Mutual Funds	—	—	$109K	1.2%
College Retirement Equities Fund CREF Core Bond R1	Mutual Funds	—	—	$106K	1.2%
Teachers Insurance and Annuity Association of America TIAA Access Nuv Intl Equity T4	Mutual Funds	—	—	$71K	0.8%
TIAA REAL ESTATE ACCOUNT TIAA-CREF · EIN 13-1624203 / PN 004	Pooled Separate Account	—	—	$67K	0.8%
Teachers Insurance and Annuity Association of America TIAA Traditional Non-Benefit-Responsive	Mutual Funds	—	—	$66K	0.8%
Teachers Insurance and Annuity Association of America TIAA Access Nuv Lrg Cap Val T4	Mutual Funds	—	—	$60K	0.7%
Teachers Insurance and Annuity Association of America TIAA Access Nuv LifCyc 2010 T4	Mutual Funds	—	—	$53K	0.6%
PIMCO Total Return Instl	Mutual Funds	—	—	$47K	0.5%
Participant Loans to participants, bearing interest from 4.25% to 9.50%	Bonds / Notes	—	—	$40K	0.5%
Teachers Insurance and Annuity Association of America TIAA Access Nuv Core Equity T4	Mutual Funds	—	—	$40K	0.5%
College Retirement Equities Fund CREF Social Choice R1	Mutual Funds	—	—	$36K	0.4%
Teachers Insurance and Annuity Association of America TIAA Access Nuv Mid Cap Val T4	Mutual Funds	—	—	$32K	0.4%
Teachers Insurance and Annuity Association of America TIAA Access LifCyc 2060 T4	Mutual Funds	—	—	$26K	0.3%
Teachers Insurance and Annuity Association of America TIAA Access Nuv Qt Sm Cp Eq T4	Mutual Funds	—	—	$24K	0.3%
Teachers Insurance and Annuity Association of America TIAA Access Nuv RlEstSecSel T4	Mutual Funds	—	—	$23K	0.3%
Teachers Insurance and Annuity Association of America TIAA Access Nuv Lrg Cap Gr T4	Mutual Funds	—	—	$19K	0.2%
Nuveen Money Market R6	Mutual Funds	—	—	$17K	0.2%
Teachers Insurance and Annuity Association of America TIAA Access Nuv Sm Cp Bl Ix T4	Mutual Funds	—	—	$15K	0.2%
Vanguard Mid-Cap Value Idx Adm	Common Collective Trusts	—	—	$6K	<0.1%
Teachers Insurance and Annuity Association of America TIAA Access Nuv Core Pl Bd T4	Mutual Funds	—	—	$5K	<0.1%
Teachers Insurance and Annuity Association of America TIAA Access Nuv LgCp Res Eq T4	Mutual Funds	—	—	$4K	<0.1%
MFS Growth Fund Class R6	Mutual Funds	—	—	$3K	<0.1%
Teachers Insurance and Annuity Association of America TIAA Access Nuv Mid Cap Grw T4	Mutual Funds	—	—	$2K	<0.1%
Teachers Insurance and Annuity Association of America TIAA Access Nuv LfCy Rt Inc T4	Mutual Funds	—	—	$2K	<0.1%
Vanguard Small-Cap Grw Idx Adm ** 867 MFS International Growth Cl R6	Common Collective Trusts	—	—	$2K	<0.1%