The Homestead Exchange Dba Ukiah Natural Foods, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Homestead Exchange Dba Ukiah Natural Foods, INC.
  • Sponsor EIN: 942437203
  • Sponsor Address: 721 SOUTH STATE STREET, UKIAH, CA, 95482
  • Plan Type: 401(k)
  • Total Participants: 73
  • Total Assets: $2.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202473$2.9M$64,230$88,431
202364$2.5M$54,773$78,513
202267$2.1M$61,953$92,650

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