# Housing Management Resources, INC. 401(k) Plan
Source: https://planprovider.pro/companies/housing-management-resources-inc-401k-plan

> Housing Management Resources, INC.'s 401(k) plan: 265 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| JOHN HANCOCK|RETAINED BY EMPLOYER|$64,785|—|$64,785|

| ONEDIGITAL INVESTMENT ADVISORS|RETAINED BY EMPLOYER|$13,238|—|$13,238|

| COHNREZNICK, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RETAINED BY EMPLOYER

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/epic-retirement-plan-services) — RETAINED BY EMPLOYER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $78,023

- **Estimated Expense Ratio:** 0.557% 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|$78,023|$15,949|$62,074|—|—|

| 2023|$66,690|$12,655|$54,035|—|—|

| 2022|$59,783|$14,560|$45,223|—|—|

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