# Homeward Bound, INC. 401(k) Plan
Source: https://planprovider.pro/companies/homeward-bound-inc-401k-plan

> Homeward Bound, INC.'s 401(k) plan: 265 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Homeward Bound, INC.

- **Sponsor EIN:** 411223085

- **Sponsor Address:** 12805 HIGHWAY 55, SUITE 400, PLYMOUTH, MN, 55441

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

- **Total Participants:** 265

- **Total Assets:** $9.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|265|$9.0M|$340,254|$791,308|

| 2023|251|$8.2M|$300,215|$744,679|

| 2022|279|$9.8M|$279,916|$678,644|

## 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|

| CLIFTONLARSONALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-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|$73,834|—|$73,834|—|—|

| 2023|$70,150|—|$70,150|—|—|

| 2022|$75,742|—|—|—|$75,742|

## Similar Plans

- [Eldercare Of Minnesota, INC.](https://planprovider.pro/companies/eldercare-of-minnesota-inc-401k-plan) — 249 participants

- [Good Shepherd Lutheran Home](https://planprovider.pro/companies/good-shepherd-lutheran-home-401k-plan) — 284 participants

- [Moravian Care Ministries Dba Auburn Homes & Services](https://planprovider.pro/companies/moravian-care-ministries-dba-auburn-homes-services-403b-plan) — 303 participants

- [Wingspan Life Resources](https://planprovider.pro/companies/wingspan-life-resources-plan-001) — 309 participants

- [Eon, INC.](https://planprovider.pro/companies/eon-inc-plan-002) — 206 participants

- [New Challenges, INC.](https://planprovider.pro/companies/new-challenges-inc-401k-plan) — 198 participants

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

© 2026 PlanProvider.Pro