# Homewise, INC 401(k) Plan
Source: https://planprovider.pro/companies/homewise-inc-401k-plan-003

> Homewise, INC's 401(k) plan: 100 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/novogradac-and-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|

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