# Homestead Funding Corp. 401(k) Plan
Source: https://planprovider.pro/companies/homestead-funding-corp-401k-plan

> Homestead Funding Corp.'s 401(k) plan: 271 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Homestead Funding Corp.

- **Sponsor EIN:** 141770243

- **Sponsor Address:** 8 AIRLINE DRIVE, ALBANY, NY, 12205

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

- **Total Participants:** 271

- **Total Assets:** $40.1M

## 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|271|$40.1M|$423,815|$2.1M|

| 2023|290|$35.1M|$420,914|$1.9M|

| 2022|305|$30.9M|$553,355|$2.4M|

## 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|

| MENGEL, METZGER, BARR & CO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MENGEL, METZGER, BARR & CO, LLP](https://planprovider.pro/provider/mengel-metzger-barr-and-co-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|$7,884|—|$7,884|—|—|

| 2023|$6,666|—|$6,666|—|—|

| 2022|$6,340|—|$6,340|—|—|

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