Homeservices Retirement Savings Plan — Form 5500 plan (Homeservices Of America, Inc)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Homeservices Retirement Savings Plan is a benefit plan reported by Homeservices Of America, Inc under EIN 41-1945806 and plan number 010. The latest loaded filing year is 2023. The filing reports 6,181 participants and $729,245,213 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Homeservices Of America, Inc
EIN
41-1945806
Plan number
010
Plan type
2
Location
Edina, MN
Latest filing year
2023
Participants
6,181
End-of-year plan assets
$729,245,213

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20236,181H, C20251013203724NAL0004137394001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$729,245,213
Net assets (EOY)
$729,245,213
Net assets (BOY)
$625,863,638

Income & contributions

Employer contributions
$17,410,202
Participant contributions
$45,228,020
Total contributions
$67,082,933
Total income / additions
$183,193,769

Expenses & distributions

Benefits paid
$79,234,007
Administrative expenses
$285,505
Total expenses
$79,519,512
Net increase / (decrease)
$103,674,257

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch,Pierce,Fenner & SmithNONE$238,085$02023
Pricewaterhouse Coopers LlpNONE$20,000not reported in the loaded dataset2023
Cliftonlarsonallen LlpNONE$13,283not reported in the loaded dataset2023
Aon Hewitt InvestmentNONE$9,841not reported in the loaded dataset2023

Related Form 5500 pages