# Homeservices Of America, INC 401(k) Plan
Source: https://planprovider.pro/companies/homeservices-of-america-inc-401k-plan

> Homeservices Of America, INC's 401(k) plan: 5,458 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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)

- **Total Participants:** 5,458

- **Total Assets:** $790.9M

## 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.|

| 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|$0|$0|

| 2020|4,659|$408.2M|$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|

| MERRILL LYNCH,PIERCE,FENNER & SMITH|NONE|$172,378|—|$172,378|

| MOSS ADAMS LLP|NONE|$29,138|—|$29,138|

| BAKER TILLY US, LLP|Auditor|$29,138|—|$29,138|

| JACKSON LEWIS P.C.|NONE|$10,167|—|$10,167|

| AON HEWITT INVESTMENT|NONE|$9,042|—|$9,042|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MOSS ADAMS LLP](https://planprovider.pro/provider/milliman) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

- [JACKSON LEWIS P.C.](https://planprovider.pro/provider/jackson-lewis-pc) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $249,863

- **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|

| 2024|$220,725|—|—|$29,138|—|

| 2023|$285,505|—|—|$13,283|—|

| 2022|$237,524|—|—|—|$237,524|

| 2021|$282,909|—|—|—|—|

| 2020|$321,936|—|—|—|—|

## Similar Plans

- [Timberland Partners, INC.](https://planprovider.pro/companies/timberland-partners-inc-401k-plan) — 446 participants

- [Roers Companies](https://planprovider.pro/companies/roers-companies-401k-plan) — 348 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/homeservices-of-america-inc-401k-plan)

© 2026 PlanProvider.Pro