Homestead America, Ltd. 401(k) Plan: Login, Facts & Contact Information

Homestead America, Ltd. 401(k) Plan Facts

Plan name
HOMESTEAD AMERICA, LTD. 401(K) PROFIT SHARING PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HOMESTEAD AMERICA, LTD.
Participants
257 (377 active employees)
Plan assets
$5,112,003 at Dec 31, 2024
Average account balance
$51,636 across 99 accounts
Employer contributions
$232,804 in plan year 2024 (30% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2007
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $775,854 went into the plan in contributions, $232,804 of it from the employer (30%).
  • $266,706 was paid out to participants.
  • Investment and other income added $496,485.

How the Homestead America, Ltd. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019163$1.60 million$139,691$206,874
2020170$2.37 million$159,076$144,017
2021196$3.05 million$185,355$213,888
2022256$2.93 million$225,069$242,899
2023245$4.14 million$215,578$332,486
2024257$5.11 million$232,804$266,706

Homestead America, Ltd. 401(k) Contact Information

Phone
614-221-5400
Mailing address
369 EAST LIVINGSTON AVENUE, COLUMBUS OH 432155531
Plan sponsor
HOMESTEAD AMERICA, LTD.
Employer identification number (EIN)
84-1684973
Plan number
001

Questions about the Homestead America, Ltd. 401(k)

Does Homestead America, Ltd contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $232,804, 30% of all contributions.

Does the Homestead America, Ltd 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Homestead America, Ltd 401(k) plan?

257 participants at the start of plan year 2024, 377 of them active employees.

What is the average 401(k) balance at Homestead America, Ltd?

About $51,636 per account: $5.11 million in plan assets across 99 accounts with a balance at the end of plan year 2024.

Who manages the Homestead America, Ltd 401(k) accounts?

SD ADVANTAGE RET. SOLUTIONS is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Homestead America, Ltd. How do I access my 401(k)?

Your account stays with SD ADVANTAGE RET. SOLUTIONS after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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