Plan Snapshot
- Plan Sponsor: Homeservices Of America, INC
- Sponsor EIN: 411945806
- Sponsor Address: 7500 FLYING CLOUD DR, STE 300, EDEN PRAIRIE, MN, 553443740
- Plan Type: 401(k)
- Plan Number: 010
- Total Participants: 7,324
- Total Assets: $881.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 7,324 | $881.5M | $0 | $0 |
| 2024 | 5,458 | $790.9M | $16.2M | $42.1M |
| 2023 | 5,900 | $729.2M | $17.4M | $45.2M |
| 2022 | 4,584 | $625.9M | $11.3M | $29.1M |
| 2021 | 4,485 | $441.3M | $8.7M | $26.5M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH,PIERCE,FENNER & SMITH | Other Service Provider | $178,221 | — | $178,221 |
| MOSS ADAMS LLP | Other Service Provider | $76,025 | — | $76,025 |
| JACKSON LEWIS P.C. | Other Service Provider | $15,891 | — | $15,891 |
| AON HEWITT INVESTMENT | Other Service Provider | $8,479 | — | $8,479 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $278,616
- Estimated Expense Ratio: 0.032% 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 |
|---|---|---|---|---|---|
| 2025 | $91,599,948 | — | — | $76,025 | — |
| 2024 | $220,725 | — | — | $29,138 | — |
| 2023 | $285,505 | — | — | $13,283 | — |
| 2022 | $237,524 | — | — | — | $237,524 |
| 2021 | $282,909 | — | — | — | — |