Plan Snapshot
- Plan Sponsor: Home Team Management Company LLC
- Sponsor EIN: 810747492
- Sponsor Address: 1567 MEETING ST., CHARLESTON, SC, 29405
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 459
- Total Assets: $2.1M
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 | 459 | $2.1M | $0 | $0 |
| 2024 | 420 | $1.2M | $247,432 | $381,751 |
| 2023 | 445 | $603,497 | $189,958 | $305,633 |
| 2022 | 332 | $136,850 | $55,233 | $79,801 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $5,627 | — | $5,627 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,627
- Estimated Expense Ratio: 0.271% 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 | $201,444 | — | — | — | — |
| 2024 | $158,644 | — | — | — | — |
| 2023 | $121,835 | — | — | — | — |
| 2022 | $55 | — | — | — | — |