# Homecare Products, INC. 401(k) Plan
Source: https://planprovider.pro/companies/homecare-products-inc-401k-plan

> Homecare Products, INC.'s 401(k) plan: 244 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Homecare Products, INC.

- **Sponsor EIN:** 911489412

- **Sponsor Address:** 1002 15TH STREET SW, SUITE 218, AUBURN, WA, 98001

- **Plan Type:** 401(k)

- **Total Participants:** 244

- **Total Assets:** $6.4M

## 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.|

| 2024|244|$6.4M|$305,547|$447,095|

| 2023|225|$5.3M|$146,049|$403,472|

| 2022|261|$5.1M|$149,200|$414,267|

## 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|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISOR|$19,544|—|$19,544|

| CAPITAL GROUP RETIREMENT PLAN SVCS.|RECORDKEEPER|$15,909|—|$15,909|

| CORNELL, NEHER & COMPANY|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,453

- **Estimated Expense Ratio:** 0.553% 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|$35,453|$19,544|—|—|—|

| 2023|$24,484|$13,264|—|—|—|

| 2022|$13,436|—|$13,436|—|—|

## Similar Plans

- [Red Dot Corporation](https://planprovider.pro/companies/red-dot-corporation-plan-001) — 272 participants

- [Haakon Industries, INC.](https://planprovider.pro/companies/haakon-industries-inc-401k-plan) — 196 participants

- [Asko Processing, INC.](https://planprovider.pro/companies/asko-processing-inc-401k-plan) — 171 participants

- [Setina Manufacturing](https://planprovider.pro/companies/setina-manufacturing-401k-plan) — 156 participants

- [Board Of Trustees, Western States Ironworkers Shopmens 401(K) Plan](https://planprovider.pro/companies/board-of-trustees-western-states-ironworkers-shopmens-401-k-plan-plan) — 146 participants

- [Red Dot Corporation](https://planprovider.pro/companies/red-dot-corporation-401k-plan-002) — 352 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/homecare-products-inc-401k-plan)

© 2026 PlanProvider.Pro