Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
EHOME LOAN ADVISORS LLC
EIN 27-2798061financial servicesLatest filing 2025
Plans
3
Retirement
2
$348K assets
Welfare
1
Participants
8
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $348K assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EHOME LOAN ADVISORS CASH BALANCE PLAN
CashBalance
Assets$240K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
EHOME LOAN ADVISORS PROFIT SHARING PLAN
ProfitSharing
Assets$108K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EHOME LOAN ADVISORS LLC SELF-FUNDED MEDICAL AND PRESCRIPTION DRUG PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EHOME LOAN ADVISORS CASH BALANCE PLAN | CashBalance | $240K | 3 | 2024 | |
| 003 | EHOME LOAN ADVISORS PROFIT SHARING PLAN | ProfitSharing | $108K | 3 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EHOME LOAN ADVISORS LLC SELF-FUNDED MEDICAL AND PRESCRIPTION DRUG PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans