Plan Ledger DOL Form 5500 · updated monthly

Homelight, Inc.401(k)

HOMELIGHT, INC. 401(K) PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.23%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Homelight, Inc. reported $18,468 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.10% to 0.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 642nd-largest of 1,285 plans among Arizona employers on file, and 1,222nd of 2,096 in real estate & leasing. active participation has shrunk from 227 to 114 since 2022.

Plan summary
Net assets, end of year$8,511,209
Participants with balances345
Active participants114
Employer contributions$0
Employee contributions$1,061,574
Employer contribution per active participant$0
Average account balance$24,670
Benefits paid to participants$1,430,190
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.5M · 345 accts
2023$7.5M · 390 accts · $2K emplr
2022$7.1M · 554 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,223
Investment management$6,245
Total administrative$18,468
The Homelight, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Homelight, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
GUIDELINE, INC. · Plan administrator · Recordkeeping$17,013
BENEFIT TRUST COMPANY · Custodial · Custodial (securities)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Guideline
2023Guideline

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$18,468 · 0.23%
2023$17,818 · 0.24%
2022$6,444 · 0.10%
Same employer
Similar plansReal Estate & Leasing · Arizona
Ensemble Services, LLC AZ$9.6M · 0.33%
M Holding Co. AZ$8.6M · 0.86%
Homesmart Services, LLC AZ$7.0M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452078779 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.