Plan Snapshot
- Plan Sponsor: Homeserve Usa Corporation
- Sponsor EIN: 980381967
- Sponsor Address: 601 MERRITT 7 6TH FLOOR, NORWALK, CT, 06851
- Plan Type: 401(k)
- Total Participants: 1,185
- Total Assets: $97.4M
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 | 1,185 | $97.4M | $4.4M | $7.7M |
| 2023 | 1,980 | $102.5M | $5.6M | $9.5M |
| 2022 | 1,881 | $76.8M | $4.5M | $7.8M |
| 2021 | 1,613 | $90.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| BDO USA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA, P.C. — 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 | $236,197 | — | — | — | — |
| 2023 | $180,112 | — | — | — | — |
| 2022 | $210,003 | — | $210,003 | — | — |
| 2021 | $159,977 | — | $159,977 | — | — |