Plan Snapshot
- Plan Sponsor: Homie Technology INC.
- Sponsor EIN: 474131373
- Sponsor Address: 489 W SOUTH JORDAN PKWY, SOUTH JORDAN, UT, 84095
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $1.6M
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 | 1 | $1.6M | $0 | $94,712 |
| 2023 | 39 | $1.8M | $0 | $342,160 |
| 2022 | 124 | $1.8M | $0 | $840,984 |
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 |
|---|---|---|---|---|
| TANNER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TANNER LLC — 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 | $35,604 | $8,721 | $26,883 | — | — |
| 2023 | $42,490 | $9,391 | $33,099 | — | — |
| 2022 | $58,171 | — | $58,171 | — | — |