Plan Snapshot
- Plan Sponsor: Homestreet, INC.
- Sponsor EIN: 910186600
- Sponsor Address: 601 UNION STREET , SUITE 2000, SEATTLE, WA, 981012326
- Plan Type: 401(k)
- Total Participants: 790
- Total Assets: $178.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 790 | $178.8M | $3.2M | $7.1M |
| 2023 | 885 | $165.8M | $3.5M | $7.7M |
| 2022 | 942 | $150.9M | $3.9M | $8.6M |
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 |
|---|---|---|---|---|
| CROWE LLP | Auditor | — | — | $0 |
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 | $196,738 | $1,098 | — | — | — |
| 2023 | $307,216 | $50,000 | — | $34,650 | — |
| 2022 | $194,860 | $30,000 | — | — | $40,480 |