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
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,181 | H, C | 20251013203724NAL0004137394001 |
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)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch,Pierce,Fenner & Smith | NONE | $238,085 | $0 | 2023 |
| Pricewaterhouse Coopers Llp | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $13,283 | not reported in the loaded dataset | 2023 |
| Aon Hewitt Investment | NONE | $9,841 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Homeservices Of America, Inc
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Edina, MN
- Merrill Lynch,Pierce,Fenner & Smith — Schedule C compensation
- Pricewaterhouse Coopers Llp — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Aon Hewitt Investment — Schedule C compensation