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Original filing (PDF)20251008123253NAL0003280595001
HOMEBRIDGE, INC.
Form 5500
FILING_RECEIVED
HOMEBRIDGE 403(B) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
504
Accounts w/ balance
476
Plan assets (EOY)
$8.8M
Net assets (EOY)
$8.8M
How this plan invests
This plan
1 pooled trust
Schedule D
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (8 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOMEBRIDGE, INC..
Plan sponsor
Name
HOMEBRIDGE, INC.
EIN
94-2985244
Address
1035 MARKET STREET, L-1 · SAN FRANCISCO, CA · 94103
Phone
(415) 255-0679
Industry
Health Care & Social Assistancesee all
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
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| 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.
Uncategorized
$8.6M
45 holdings
Pooled Separate Account
$67K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Teachers Insurance and Annuity Association of America TIAA Traditional Benefit-Responsive | — | — | — | $890K | 10.1% | |
| Nuveen Internatl Eq Idx | — | — | — | $660K | 7.5% | |
| Teachers Insurance and Annuity Association of America TIAA Traditional Benefit-Responsive 2 | — | — | — | $587K | 6.7% | |
| Nuveen Equity Index R6 | — | — | — | $550K | 6.3% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv LifCyc 2050 T4 | — | — | — | $529K | 6.0% | |
| Nuveen Small Cap Bld Idx R6 | — | — | — | $517K | 5.9% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv LifCyc 2035 T4 | — | — | — | $425K | 4.8% | |
| Teachers Insurance and Annuity Association of America TIAA Access LifCyc 2055 T4 | — | — | — | $404K | 4.6% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv LifCyc 2045 T4 | — | — | — | $391K | 4.5% | |
| College Retirement Equities Fund CREF Money Market R1 | — | — | — | $366K | 4.2% | |
| College Retirement Equities Fund CREF Stock R1 | — | — | — | $364K | 4.1% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv LifCyc 2030 T4 | — | — | — | $352K | 4.0% | |
| College Retirement Equities Fund CREF Growth R1 | — | — | — | $295K | 3.4% | |
| College Retirement Equities Fund CREF Global Equities R1 | — | — | — | $247K | 2.8% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv LifCyc 2040 T4 | — | — | — | $215K | 2.4% | |
| Vanguard Real Estate Idx Adm | — | — | — | $196K | 2.2% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv LifCyc 2025 T4 | — | — | — | $194K | 2.2% | |
| PIMCO Real Return Inst Class | — | — | — | $166K | 1.9% | |
| College Retirement Equities Fund CREF Inflation-Linked Bond R1 | — | — | — | $158K | 1.8% | |
| College Retirement Equities Fund CREF Equity Index R1 | — | — | — | $146K | 1.7% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv LifCyc 2020 T4 | — | — | — | $129K | 1.5% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv LifCyc 2015 T4 | — | — | — | $109K | 1.2% | |
| College Retirement Equities Fund CREF Core Bond R1 | — | — | — | $106K | 1.2% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv Intl Equity T4 | — | — | — | $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 | — | — | — | $66K | 0.8% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv Lrg Cap Val T4 | — | — | — | $60K | 0.7% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv LifCyc 2010 T4 | — | — | — | $53K | 0.6% | |
| PIMCO Total Return Instl | — | — | — | $47K | 0.5% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $40K | 0.5% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv Core Equity T4 | — | — | — | $40K | 0.5% | |
| College Retirement Equities Fund CREF Social Choice R1 | — | — | — | $36K | 0.4% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv Mid Cap Val T4 | — | — | — | $32K | 0.4% | |
| Teachers Insurance and Annuity Association of America TIAA Access LifCyc 2060 T4 | — | — | — | $26K | 0.3% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv Qt Sm Cp Eq T4 | — | — | — | $24K | 0.3% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv RlEstSecSel T4 | — | — | — | $23K | 0.3% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv Lrg Cap Gr T4 | — | — | — | $19K | 0.2% | |
| Nuveen Money Market R6 | — | — | — | $17K | 0.2% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv Sm Cp Bl Ix T4 | — | — | — | $15K | 0.2% | |
| Vanguard Mid-Cap Value Idx Adm | — | — | — | $6K | <0.1% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv Core Pl Bd T4 | — | — | — | $5K | <0.1% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv LgCp Res Eq T4 | — | — | — | $4K | <0.1% | |
| MFS Growth Fund Class R6 | — | — | — | $3K | <0.1% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv Mid Cap Grw T4 | — | — | — | $2K | <0.1% | |
| Teachers Insurance and Annuity Association of America TIAA Access Nuv LfCy Rt Inc T4 | — | — | — | $2K | <0.1% | |
| Vanguard Small-Cap Grw Idx Adm ** 867 MFS International Growth Cl R6 | — | — | — | $2K | <0.1% |