Plan Snapshot
- Plan Sponsor: Home And Community Options, INC.
- Sponsor EIN: 411855958
- Sponsor Address: 66 E 3RD ST, WINONA, MN, 559873478
- Plan Type: DC
- Plan Number: 001
- Total Participants: 149
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 149 | $6.0M | $113,216 | $211,439 |
| 2023 | 126 | $6.0M | $115,409 | $206,157 |
| 2022 | 66 | $5.1M | $114,800 | $228,346 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HAWKINS ASH CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $528 | — | — | — | — |
| 2023 | $263 | — | — | — | — |
| 2022 | $316 | — | — | — | — |