Plan Snapshot
- Plan Sponsor: Homebank
- Sponsor EIN: 430447990
- Sponsor Address: 400 S MAIN STREET, PALMYRA, MO, 634611668
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 145 | $7.6M | $236,176 | $572,068 |
| 2023 | 172 | $6.4M | $219,097 | $556,909 |
| 2022 | 148 | $4.9M | $200,330 | $507,699 |
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 |
|---|---|---|---|---|
| GRAY HUNTER STENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRAY HUNTER STENN LLP — 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 | $31,827 | $17,718 | $14,109 | — | — |
| 2023 | $17,988 | $8,619 | $8,680 | $689 | — |
| 2022 | $5,751 | — | $5,751 | — | — |