Plan Snapshot
- Plan Sponsor: Homesmart Services, LLC
- Sponsor EIN: 853872813
- Sponsor Address: 8388 E HARTFORD DR, SCOTTSDALE, AZ, 85255
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $5.4M
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 | 161 | $5.4M | $176,734 | $680,564 |
| 2023 | 178 | $4.8M | $299,257 | $782,743 |
| 2022 | 202 | $3.9M | $233,754 | $764,924 |
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 |
|---|---|---|---|---|
| METZ CPA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA PLLC — 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 | $20,478 | $2,556 | — | — | — |
| 2023 | $24,055 | $2,608 | — | — | — |
| 2022 | $21,102 | $1,580 | — | — | — |