Plan Snapshot
- Plan Sponsor: Home Run, INC.
- Sponsor EIN: 310825101
- Sponsor Address: 1299 LAVELLE DRIVE, XENIA, OH, 453855675
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 169 | $6.9M | $82,433 | $305,507 |
| 2023 | 179 | $6.4M | $0 | $319,471 |
| 2022 | 198 | $5.3M | $84,382 | $294,204 |
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 |
|---|---|---|---|---|
| FLAGEL, HUBER, FLAGEL | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FLAGEL, HUBER, FLAGEL — 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 | $10,525 | — | $10,525 | — | — |
| 2023 | $10,423 | — | $10,423 | — | — |
| 2022 | $9,561 | — | — | — | $9,561 |