Homeowners Financial Group401(k)

Homeowners Financial Group reported $103,742 in plan administrative expenses for 2025: 0.42% of average plan assets, above the peer median. 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 3 years on file its reported administrative ratio fell from 0.51% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other finance & insurance employers. By assets it is the 304th-largest of 1,285 plans among Arizona employers on file, and 2,596th of 4,798 in finance & insurance. active participation has shrunk from 358 to 269 since 2022.