Plan Snapshot
- Plan Sponsor: Homewood Disposal Service, INC.
- Sponsor EIN: 363519935
- Sponsor Address: 1501 W 175TH STREET, HOMEWOOD, IL, 604304608
- Plan Type: 401(k)
- Total Participants: 667
- Total Assets: $61.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 667 | $61.6M | $1.1M | $2.5M |
| 2023 | 632 | $52.0M | $933,843 | $2.3M |
| 2022 | 603 | $43.7M | $785,639 | $2.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $224,602 | — | $224,602 |
| OSAIC WEALTH INC | OTHER SERVICES | — | $82,056 | $82,056 |
| WOODBURY FINANCIAL SERVICES | OTHER SERVICES | — | $24,678 | $24,678 |
| CASSELL PLAN AUDITS, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH INC — OTHER SERVICES
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $331,336
- Estimated Expense Ratio: 0.538% 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 | $224,603 | — | $224,603 | — | — |
| 2023 | $191,968 | — | $191,968 | — | — |
| 2022 | $183,227 | — | $183,227 | — | — |