2023 Form 5500 filing — Homeservices Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20251013203724NAL0004137394001) for Homeservices Retirement Savings Plan, reported by Homeservices Of America, Inc under EIN 41-1945806 and plan number 010. It reports 6,181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251013203724NAL0004137394001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Homeservices Of America, Inc
- EIN
- 41-1945806
- Plan number
- 010
- Location
- Edina, MN
- Participants
- 6,181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $729,245,213
- Net assets (EOY)
- $729,245,213
- Employer contributions
- $17,410,202
- Participant contributions
- $45,228,020
- Total income / additions
- $183,193,769
- Benefits paid
- $79,234,007
- Administrative expenses
- $285,505
- Total expenses
- $79,519,512
- Net increase / (decrease)
- $103,674,257
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch,Pierce,Fenner & Smith | NONE | $238,085 | $0 |
| Pricewaterhouse Coopers Llp | NONE | $20,000 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $13,283 | not reported in the loaded dataset |
| Aon Hewitt Investment | NONE | $9,841 | not reported in the loaded dataset |