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Filings through Oct 24, 2026.

Sponsor portfolio

Home for Special Needs LLC

EIN 88-2624213-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$149K assets
Welfare
0
Participants
10
3310 AEGEAN WAY - SAN BRUNO, CA 94066650-892-3152
Plans on this EIN
2 filings
#002Cash balance-$147K - 3 part#001Other DC-$2K - 7 part

Retirement portfolio analytics

2 plans aggregated / $149K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • CASH BALANCE PLAN (#002)99%
  • NEEDS LLC 401(K) (#001)1%
Total $149KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • NEEDS LLC 401(K) (#001)7
  • CASH BALANCE PLAN (#002)3
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

HOME FOR SPECIAL NEEDS LLC CASH BALANCE PLAN

Cash balance

Assets$147K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

HOME FOR SPECIAL NEEDS LLC 401(K) PLAN

Other DC

Assets$2K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HOME FOR SPECIAL NEEDS LLC CASH BALANCE PLANCash balance$147K32025
001HOME FOR SPECIAL NEEDS LLC 401(K) PLANOther DC$2K72025
Retirement plans
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