Plan Snapshot
- Plan Sponsor: Home Experience LLC
- Sponsor EIN: 814233749
- Sponsor Address: 1440 W. TAYLOR ST PMB 4041, CHICAGO, IL, 60607
- Plan Type: DC
- Total Participants: 160
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 160 | $5.1M | $289,677 | $643,709 |
| 2023 | 111 | $3.5M | $120,034 | $410,985 |
| 2022 | 46 | $2.6M | $257,861 | $560,079 |
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 |
|---|---|---|---|---|
| TEMPLETON & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY — Auditor
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 | $20,748 | — | $19,223 | — | — |
| 2023 | $20,319 | $5,112 | $1,406 | — | — |
| 2022 | $32,047 | $3,842 | $5,496 | — | $18,184 |