Plan Ledger DOL Form 5500 · updated monthly

Homesite Services, Inc.401(k)

HOMESITE SERVICES, INC. 401K PLAN · LIVERMORE, CA · plan year 2024

Reported admin expense ratio · 2024
0.77%

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

Homesite Services, Inc. reported $62,669 in plan administrative expenses for 2024: 0.77% of average plan assets, above the peer median. Employer contributions averaged $770 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 3 years on file its reported administrative ratio has held roughly steady near 0.77%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (5,770th of 9,483), and 3,259th of 5,337 in construction. In 2024, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,881,943
Participants with balances131
Active participants404
Employer contributions$311,089
Employee contributions$699,321
Employer contribution per active participant$770
Average account balance$67,801
Benefits paid to participants$331,203
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.9M · 131 accts · $311K emplr
2023$7.5M · 121 accts · $307K emplr
2022$5.9M · 111 accts · $298K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,669
Total administrative$62,669
The Homesite Services, Inc. 401(k) match · 2024
Employer contribution per active participant$770
Median for plans this size$1,313
2024$770 per active participant
2023$876 per active participant
2022$808 per active participant

Homesite Services, Inc.'s 2024 employer contribution ran below the $1,313 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.

Service providers · 20242
WELLS FARGO CLEARING SERVICES, LLC · Investment advisory (plan)$39,650
FAST 401K INC DBA EPLAN SERVICES IN · Pension consulting$20,098

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

Administrative cost history3
2024$62,669 · 0.77%
2023$50,871 · 0.76%
2022$46,500 · 0.75%
Same employer
Similar plansConstruction · California
Brown Construction, Inc. CA$9.4M · 0.39%
Linc Housing Corporation CA$9.2M · 0.40%
Danco Builders CA$8.9M · 0.26%
Dow Hydraulic Systems CA$8.8M · 0.19%
Freedom Forever LLC CA$8.8M · 1.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371502322 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.