Plan Snapshot
- Plan Sponsor: Home State Insurance Group, INC.
- Sponsor EIN: 742287485
- Sponsor Address: 4315 LAKE SHORE DRIVE, SUITE J, WACO, TX, 76710
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 89 | $18.8M | $218,644 | $511,618 |
| 2023 | 87 | $16.8M | $222,534 | $495,625 |
| 2022 | 91 | $16.1M | $255,322 | $503,553 |
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 |
|---|---|---|---|---|
| NFPSI | NONE | $35,096 | — | $35,096 |
| JAMES MILLER, CPA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFPSI — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,096
- Estimated Expense Ratio: 0.187% 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 | $39,196 | $35,096 | $4,100 | — | — |
| 2023 | $37,765 | $34,240 | $3,525 | — | — |
| 2022 | $37,529 | $34,604 | $2,925 | — | — |