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

> Homeward, INC.'s 401(k) plan: 226 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 320594976

- **Sponsor Address:** 1007 S. CONGRESS, BUILDING 9, AUSTIN, TX, 78704

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

- **Total Participants:** 226

- **Total Assets:** $5.9M

## 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|226|$5.9M|$160,501|$877,530|

| 2023|216|$5.1M|$231,950|$1.1M|

| 2022|308|$4.2M|$325,785|$1.3M|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$31,939|$46|$31,985|

| NFP RETIREMENT INC|SERVICE PROVIDER|$425|$17,148|$17,573|

| ARMANINO LLP|AUDITOR|$13,781|—|$13,781|

| SCOTT MILLER CPA & ASSOCIATES INC.|AUDITOR|$12,000|—|$12,000|

### Verified Provider Profiles

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

- [NFP RETIREMENT INC](https://planprovider.pro/provider/accelerate-retirement) — SERVICE PROVIDER

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — AUDITOR

- [SCOTT MILLER CPA & ASSOCIATES INC.](https://planprovider.pro/provider/scott-miller-cpa-and-associates-inc) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $75,339

- **Estimated Expense Ratio:** 1.270% of plan assets

### 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|$59,073|$966|$31,351|—|—|

| 2023|$45,021|$574|$28,384|—|—|

| 2022|$10,937|—|—|—|—|

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