Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
DIVIDEND HOMES, INC.
EIN 77-0380455real estateLatest filing 2024
Plans
2
Retirement
2
$8.7M assets
Welfare
0
Participants
34
385 WOODVIEW AVE, STE 100 - MORGAN HILL, CA 95037408-779-5900dividendhomes.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.7M assets / 34 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#001
DIVIDEND HOMES, INC. 401(K) RETIREMENT PLAN
401k
Assets$8.7M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DIVIDEND HOMES, INC. CASH BALANCE PLAN
CashBalance
Assets$24K
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 | |
|---|---|---|---|---|---|---|
| 001 | DIVIDEND HOMES, INC. 401(K) RETIREMENT PLAN | 401k | $8.7M | 33 | 2024 | |
| 002 | DIVIDEND HOMES, INC. CASH BALANCE PLAN | CashBalance | $24K | 1 | 2024 |
Retirement plans