Plan Snapshot
- Plan Sponsor: Homemakers Plaza, INC.
- Sponsor EIN: 954830456
- Sponsor Address: 10215 DOUGLAS AVE, URBANDALE, IA, 503222008
- Plan Type: 401(k)
- Total Participants: 320
- Total Assets: $16.8M
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 | 320 | $16.8M | $397,367 | $925,072 |
| 2023 | 304 | $14.5M | $380,704 | $871,241 |
| 2022 | 289 | $11.7M | $319,936 | $803,191 |
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 |
|---|---|---|---|---|
| DENMAN & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DENMAN & COMPANY — 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 | $56,250 | $36,250 | — | — | — |
| 2023 | $31,623 | $31,623 | — | — | — |
| 2022 | $24,079 | — | $24,079 | — | — |