HOMEWORD 403(B) RETIREMENT PLAN

[ EIN: 33-0072984 | Plan No. 001 ]

Form 5500 records indicate that HOMEWORD 403(B) RETIREMENT PLAN is a 403(b) Annuity plan sponsored by HOMEWORD. The plan is classified as a Small Plan with 4 participants and assets totaling $1,323,582 for the 2024 plan year.

403(b) Annuity plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: HOMEWORD

Location: 30210 RANCHO VIEJO RD STE B, SAN JUAN CAPISTRANO, CA 92675

EIN: 330072984

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 403(b) Annuity

Participants: 4

Total Assets: $1,323,582

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