Homestead Village, Inc. 401(k) Plan
Sponsored by Homestead Village, Inc · EIN 232010104 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 205
- With balances
- 248
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Empower Annuity Insurance Co | Recordkeeping fees | $30,088 |
| Dunbar Bender & Zapf, Inc. | Contract administrator | $15,710 |
| Morgan Stanley Smith Barney Llc | Other commissions | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 07/01/2024 | $6.2M | 205 | ack 20260408101403NAL0008598657001 |
| 07/01/2021 | $3.6M | 216 | ack 20250715135735NAL0001671219001 |