Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
HOMES WITH ELLIE
EIN 46-5564987real estateLatest filing 2025
Plans
2
Retirement
2
$508K assets
Welfare
0
Participants
3
110 CHERRYWOOD DRIVE - GAITHERSBURG, MD 20878240-888-8448homeswithjulia.comLinkedIn1-10 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $508K assets / 3 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
HOMES WITH ELLIE CASH BALANCE PLAN
CashBalance
Assets$303K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
HOMES WITH ELLIE 401(K) PLAN AND TRUST
401k
Assets$205K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HOMES WITH ELLIE CASH BALANCE PLAN | CashBalance | $303K | 2 | 2024 | |
| 001 | HOMES WITH ELLIE 401(K) PLAN AND TRUST | 401k | $205K | 1 | 2025 |
Retirement plans