Hometap Equity Partners Llc 401(k) Plan: Login, Facts & Contact Information

Hometap Equity Partners Llc 401(k) Plan Facts

Plan name
HOMETAP EQUITY PARTNERS 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HOMETAP EQUITY PARTNERS LLC
Participants
237 (248 active employees)
Former employees with a balance
97
Plan assets
$12,945,078 at Dec 31, 2024
Average account balance
$39,109 across 331 accounts
Employer contributions
$962,376 in plan year 2024 (25% of all contributions)
Recordkeeper
Betterment For Business, Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2019
✓ 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 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 22, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.88 million went into the plan in contributions, $962,376 of it from the employer (25%).
  • $1.04 million was paid out to participants.
  • Investment and other income added $1.31 million.
  • Administrative expenses were $5,438, about $16 per account.

How the Hometap Equity Partners Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20190$371,632$0$15,731
202032$1.14 million$0$60,006
202170$2.25 million$0$382,816
2022147$4.83 million$567,909$203,407
2023272$8.81 million$736,016$501,351
2024237$12.9 million$962,376$1.04 million

Hometap Equity Partners Llc 401(k) Contact Information

Phone
855-223-3144
Mailing address
75 ARLINGTON ST. STE 500, BOSTON MA 02116
Plan sponsor
HOMETAP EQUITY PARTNERS LLC
Employer identification number (EIN)
82-3844831
Plan number
001

Questions about the Hometap Equity Partners Llc 401(k)

Does Hometap Equity Partners Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $962,376, 25% of all contributions.

Does the Hometap Equity Partners Llc 401(k) have automatic enrollment?

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

How many people are in the Hometap Equity Partners Llc 401(k) plan?

237 participants at the start of plan year 2024, 248 of them active employees, and 97 former employees who still had money in the plan.

What is the average 401(k) balance at Hometap Equity Partners Llc?

About $39,109 per account: $12.9 million in plan assets across 331 accounts with a balance at the end of plan year 2024.

Who manages the Hometap Equity Partners Llc 401(k) accounts?

Guideline (listed on the filing as BETTERMENT FOR BUSINESS, LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Hometap Equity Partners Llc. How do I access my 401(k)?

Your account stays with Guideline 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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