Homeservices Retirement Savings Plan
Sponsored by Homeservices Of America, Inc · EIN 411945806 · Plan #010
- Total assets
- $791M
- Net assets
- $791M
- Active participants
- 5,458
- With balances
- 7,237
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch,Pierce,Fenner & Smith | Recordkeeping, Direct payment from the plan | $172,378 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $29,138 |
| Jackson Lewis P.C. | Direct payment from the plan, Other services, Legal | $10,167 |
| Aon Hewitt Investment | Consulting (general) | $9,042 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $791M | 5,458 | ack 20251015170749NAL0005493121003 |
| 01/01/2021 | $441M | 4,485 | ack 20251013201714NAL0000930995003 |
| 01/01/2020 | $408M | 4,659 | ack 20251013200205NAL0000927251005 |
| 01/01/2019 | $369M | 5,003 | ack 20251013200205NAL0000927251004 |
| 01/01/2018 | $319M | 5,047 | ack 20251013200205NAL0000927251003 |
| 01/01/2017 | $322M | 4,594 | ack 20251013200204NAL0002682896003 |
| 01/01/2016 | $264M | 4,350 | ack 20251013200205NAL0000927251002 |
| 01/01/2015 | $221M | 4,229 | ack 20251013200204NAL0002682896004 |
| 01/01/2014 | $196M | 3,484 | ack 20251013200204NAL0002682896002 |