Plan Snapshot
- Plan Sponsor: Home Run Inn, INC.
- Sponsor EIN: 362799550
- Sponsor Address: 1300 INTERNATIONALE PARKWAY, WOODRIDGE, IL, 60517
- Plan Type: 401(k)
- Total Participants: 335
- Total Assets: $12.7M
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 | 335 | $12.7M | $185,997 | $470,399 |
| 2023 | 344 | $15.3M | $200,033 | $497,389 |
| 2022 | 327 | $12.8M | $217,078 | $534,418 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $59,890 | — | $59,890 |
| PERFORMANCE WEALTH | INVESTMENT ADVISORY | $36,139 | $23,294 | $59,433 |
| ALLIANCE PENSION CONSULTANTS, LLC | OTHER SERVICES | — | $5,991 | $5,991 |
| SELDON FOX, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SELDON FOX, LTD. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $125,314
- Estimated Expense Ratio: 0.984% 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 |
|---|---|---|---|---|---|
| 2024 | $96,002 | $36,139 | — | — | — |
| 2023 | $82,956 | — | — | — | — |
| 2022 | $87,879 | — | — | — | $87,879 |