Plan Snapshot
- Plan Sponsor: Homewise, INC
- Sponsor EIN: 850346325
- Sponsor Address: 1301 SILER RD, SANTA FE, NM, 87507
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $10.0M
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 | 100 | $10.0M | $626,014 | $588,421 |
| 2023 | 110 | $8.8M | $565,117 | $562,265 |
| 2022 | 120 | $7.0M | $592,968 | $588,827 |
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 |
|---|---|---|---|---|
| NOVOGRADAC & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NOVOGRADAC & COMPANY 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 | $49,262 | $22,377 | $9,021 | — | — |
| 2023 | $33,252 | — | $33,252 | — | — |
| 2022 | $38,042 | — | — | — | $38,042 |