Plan Snapshot
- Plan Sponsor: Homelight Settlement
- Sponsor EIN: 831726902
- Sponsor Address: 100 CALIFORNIA STREET, SAN FRANCISCO, CA, 94111
- Plan Type: 401(k)
- Total Participants: 64
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 64 | $1.3M | $0 | $240,531 |
| 2023 | 61 | $992,229 | $0 | $327,771 |
| 2022 | 82 | $512,371 | $30 | $422,161 |
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 |
|---|---|---|---|---|
| SENSIBA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENSIBA — 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 | $4,673 | $785 | — | — | — |
| 2023 | $4,108 | $596 | — | — | — |
| 2022 | $1,019 | $994 | $25 | — | — |