Plan Snapshot
- Plan Sponsor: Housing Management Resources, INC.
- Sponsor EIN: 364487673
- Sponsor Address: 500 VICTORY ROAD, N. QUINCY, MA, 02171
- Plan Type: 401(k)
- Total Participants: 265
- Total Assets: $14.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 265 | $14.0M | $569,928 | $1.1M |
| 2023 | 289 | $12.0M | $583,954 | $1.1M |
| 2022 | 293 | $9.9M | $548,645 | $933,236 |
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 |
|---|---|---|---|---|
| COHNREZNICK, LLP | 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 | $78,023 | $15,949 | $62,074 | — | — |
| 2023 | $66,690 | $12,655 | $54,035 | — | — |
| 2022 | $59,783 | $14,560 | $45,223 | — | — |