# Homewerks Worldwide LLC 401(k) Plan
Source: https://planprovider.pro/companies/homewerks-worldwide-llc-plan-001

> Homewerks Worldwide LLC's 401(k) plan: 164 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Homewerks Worldwide LLC

- **Sponsor EIN:** 205335670

- **Sponsor Address:** 55 ALBRECHT DRIVE, LAKE BLUFF, IL, 60044

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

- **Total Participants:** 164

- **Total Assets:** $8.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **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|164|$8.7M|$677,254|$692,920|

| 2023|107|$7.0M|$287,048|$582,599|

| 2022|119|$5.5M|$241,691|$516,325|

## 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|

| CASSELL PLAN AUDITS PC|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|$28,320|$14,403|—|—|—|

| 2023|$737,795|—|$23,261|—|—|

| 2022|$1,346,183|—|$17,522|—|—|

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