Plan Snapshot
- Plan Sponsor: Home Bancshares, INC.
- Sponsor EIN: 710682831
- Sponsor Address: HOME BANCSHARES, CONWAY, AR, 720325606
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 3,504
- Total Assets: $172.2M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 3,504 | $172.2M | $0 | $0 |
| 2024 | 2,574 | $150.3M | $3.5M | $11.2M |
| 2023 | 2,756 | $127.4M | $3.6M | $11.4M |
| 2022 | 2,838 | $104.2M | $3.3M | $9.7M |
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 |
|---|---|---|---|---|
| BKD CO | Investment Advisor | $90,979 | — | $90,979 |
| NEWPORT GROUP, INC. | Recordkeeper | $54,680 | — | $54,680 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,659
- Estimated Expense Ratio: 0.085% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $13,795,665 | $61,307 | $84,352 | — | — |
| 2024 | $205,754 | $148,499 | — | — | — |
| 2023 | $126,651 | $78,877 | — | — | — |
| 2022 | $131,655 | — | — | — | $131,655 |