Department of Labor filing

HOME BRANDS GROUP LLC

HOME BRANDS GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2023

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Public filing 2023 · received Jul 31, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

44filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,634

Reported employer contributions per active participant.

Higher than about 44% of comparable plans

#People in the filing

126

Active participants reported for 2023.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$176 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 44% of comparable plans

↗Investment performance

Not available

Plan assets changed 37.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202344out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions44th percentileTypical peer $1,802 · based on 1,136 comparable plans

Lower reported administrative expense44th percentileTypical peer $158 · based on 1,162 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2023, HOME BRANDS GROUP LLC reported $205,871 in employer contributions across the plan and 126 active participants. That works out to $1,634 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy85%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 33.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 44.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context44/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $205,871
Participant contributions: $420,067
Other contributions: $0
Employer share of reported contributions: 32.9%
Beginning assets: $1,610,352
Ending assets: $2,213,725
Ending net assets: $2,213,725
Ending liabilities: $0
Total income: $942,760
Total expenses: $339,387
Administrative expenses: $32,382
Participant loans: $22,557

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,225

2023

$1,634

Plan-paid administrative expenses per participant

2022

$122

2023

$176

Active participants

2022

139

2023

126

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2023	$1,634	126	2.2M	20240731153859NAL0022587217001
2022	$1,225	139	1.6M	20230728135843NAL0026914578001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 900864563-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2015
Industry: Construction
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
PAYCHEX SECURITIES CORPORTATION	2023	Not reported	unknown

Current plan terms

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Filing ACK_ID20240731153859NAL0022587217001

Data sourceDOL Form 5500 bulk data ↗

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