HOMESERVICES RETIREMENT SAVINGS PLAN · EDINA, MN · plan year 2024
Reported admin expense ratio · 2024
0.03%
Peer grade: B+· admin costs + employer contributions vs same-size plans · how grading works
Homeservices of America, Inc reported $220,725 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,974 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 10 years on file its reported administrative ratio rose from 0.02% to 0.03%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 58th-largest of 1,918 plans among Minnesota employers on file, and the 12th of 2,096 in real estate & leasing. In 2024, employees put in $2.60 for every $1.00 the employer contributed; active participation has grown from 3,484 to 5,458 since 2014.
Plan summary
Net assets, end of year$790,882,405
Participants with balances7,237
Active participants5,458
Employer contributions$16,232,503
Employee contributions$42,146,951
Employer contribution per active participant$2,974
The Homeservices of America, Inc 401(k) match · 2024
Employer contribution per active participant$2,974
Median for plans this size$4,294
2024$2,974 per active participant
2023$2,951 per active participant
2022$2,467 per active participant
2021$1,950 per active participant
2020$1,762 per active participant
Homeservices of America, Inc's 2024 employer contribution ran below the $4,294 median for plans its size. 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.
Source: U.S. Department of Labor, Form 5500 series, EIN 411945806 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.