# Homesite Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/homesite-services-inc-plan-001

> Homesite Services, INC.'s 401(k) plan: 404 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Homesite Services, INC.

- **Sponsor EIN:** 371502322

- **Sponsor Address:** 6611 PRESTON AVE. SUITE E, LIVERMORE, CA, 94551

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

- **Total Participants:** 404

- **Total Assets:** $8.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|404|$8.9M|$311,089|$699,321|

| 2023|350|$7.5M|$306,547|$636,910|

| 2022|369|$5.9M|$297,977|$607,013|

## 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|

| BPM LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BPM LLP](https://planprovider.pro/provider/bpm-llp) — 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|$62,669|—|$2,921|—|—|

| 2023|$50,871|$47,945|$2,926|—|—|

| 2022|$46,500|$44,300|$2,200|—|—|

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