# Homeowners Financial Group 401(k) Plan
Source: https://planprovider.pro/companies/homeowners-financial-group-401k-plan

> Homeowners Financial Group's 401(k) plan: 266 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Homeowners Financial Group

- **Sponsor EIN:** 200640473

- **Sponsor Address:** 4800 N. SCOTTSDALE ROAD, SCOTTSDALE, AZ, 85251

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

- **Total Participants:** 266

- **Total Assets:** $23.2M

## 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|266|$23.2M|$0|$2.1M|

| 2023|321|$22.7M|$0|$2.6M|

| 2022|358|$20.5M|$1.5M|$4.1M|

## 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|

| MANSPERGER PATTERSON & MCMULLIN PLC|Auditor|$15,500|—|$15,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $15,500

- **Estimated Expense Ratio:** 0.067% 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|$123,053|$50,000|$57,553|$15,500|—|

| 2023|$106,188|$50,000|$56,188|—|—|

| 2022|$110,352|$49,271|$61,081|—|—|

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