Assets by plan
Share of aggregate retirement assets
- LAND HOME FINAN (#001)$28.7M
Filings through .
Land Home Financial Services, in
EIN 68-0151632financial servicesLatest filing 2025
Plans
3
Retirement
2
$29.1M assets
Health & Benefits
1
$1.0M premiums
Participants
784
1355 WILLOW WAY, SUITE 250 - CONCORD, CA 94520916-713-1201lhfs.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $29.1M assets / 459 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- ADP BROKER-DEALER$28.7M
- (Not disclosed)$456K
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LAND HOME FINAN
401(k)
Assets$28.7M
Participants441
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
LAND HOME FINANCIAL SERVICES, INC. REAL ESTATE INVESTMENT 401(K) PLAN
401(k)
Assets$456K
Participants18
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
LAND HOME FINANCIAL SERVICES, INC. HEALTH AND WELFARE PLAN
Fully insured - KAISER FOUNDATION HEALTH PLAN INC
Premiums$1.0M
Covered lives324
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LAND HOME FINAN | 401(k) | $28.7M | 441 | 2025 |
| #002 | LAND HOME FINANCIAL SERVICES, INC. REAL ESTATE INVESTMENT 401(K) PLAN | 401(k) | $456K | 18 | 2025 |
- #001 · 401(k) · 2025441
- #002 · 401(k) · 202518
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | LAND HOME FINANCIAL SERVICES, INC. HEALTH AND WELFARE PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN INC | $1.0M | 324 | 2025 |
- #501 · Fully insured · KAISER FOUNDATION HEALTH PLAN INC · 2025324
Retirement plans
Health & Benefits plans