# Homefirst Of Santa Clara DC Plan
Source: https://planprovider.pro/companies/homefirst-of-santa-clara-county-plan

> Homefirst Of Santa Clara's DC plan: 431 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Homefirst Of Santa Clara

- **Sponsor EIN:** 942684272

- **Sponsor Address:** 507 VALLEY WAY, MILIPITAS, CA, 95035

- **Plan Type:** DC

- **Total Participants:** 431

- **Total Assets:** $4.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|431|$4.4M|$520,292|$791,717|

| 2023|424|$2.9M|$388,344|$601,460|

| 2022|360|$1.7M|$234,938|$429,546|

## 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|

| NEXUS ADMINISTRATORS, INC.|TPA FEES|$9,575|—|$9,575|

| ARMANINO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,575

- **Estimated Expense Ratio:** 0.220% 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|$10,997|—|$10,997|—|—|

| 2023|$5,818|$5,818|—|—|—|

| 2022|$18,140|$18,140|—|—|—|

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