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Sponsor portfolio

LAND HOME FINANCIAL SERVICES, INC.

EIN 68-0151632-financial services-Latest filing 2025
Plans
3
Retirement
2
$25.6M assets
Welfare
1
$1.0M premiums
Participants
800
1355 WILLOW WAY, SUITE 250 - CONCORD, CA 94520925-676-7038lhfs.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$25.1M - 457 part#002401k-$456K - 18 part#501Fully Insured-$1.0M - 324 lives

Retirement portfolio analytics

2 plans aggregated / $25.6M assets / 475 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • LAND HOME FINAN (#001)98%
  • ESTATE INVESTMENT 401(K) (#002)2%
Total $25.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
98%top
  • ADP BROKER-DEALER98%
  • (Not disclosed)2%
Total $25.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LAND HOME FINAN (#001)457
  • ESTATE INVESTMENT 401(K) (#002)18
Total 475Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 324 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$794K
  • Prescription drug$794K
  • Life$267K
  • Other$216K
  • Short-term disability$139K
  • Vision$84K
  • +1 more
Total $1.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • KAISER FOUNDATION HEALTH PLAN INC71%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA21%
  • HAWAII MEDICAL SERVICE ASSOCIATION5%
  • VISION SERVICE PLAN3%
Total $1.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $26K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LAND HOME FINAN

401k

Assets$25.1M
Participants457
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LAND HOME FINANCIAL SERVICES, INC. REAL ESTATE INVESTMENT 401(K) PLAN

401k

Assets$456K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LAND HOME FINANCIAL SERVICES, INC. HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$1.0M
Covered lives324
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LAND HOME FINAN401k$25.1M4572024
002LAND HOME FINANCIAL SERVICES, INC. REAL ESTATE INVESTMENT 401(K) PLAN401k$456K182025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LAND HOME FINANCIAL SERVICES, INC. HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$1.0M3242025
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