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Sponsor portfolio

MY HOME GROUP REAL ESTATE, LLC

EIN 20-2557821-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
63
8360 E. RAINTREE DRIVE, SUITE #120 - SCOTTSDALE, AZ 85260480-685-2760
Plans on this EIN
2 filings
#002401k-$815K - 39 part#001CashBalance-$585K - 24 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 63 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • ESTATE, LLC 401(K) (#002)58%
  • CASH BALANCE PLAN (#001)42%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ESTATE, LLC 401(K) (#002)39
  • CASH BALANCE PLAN (#001)24
Total 63Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MY HOME GROUP REAL ESTATE, LLC 401(K) PLAN

401k

Assets$815K
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MY HOME GROUP REAL ESTATE, LLC CASH BALANCE PLAN

CashBalance

Assets$585K
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MY HOME GROUP REAL ESTATE, LLC 401(K) PLAN401k$815K392024
001MY HOME GROUP REAL ESTATE, LLC CASH BALANCE PLANCashBalance$585K242024
Retirement plans
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