Plan Ledger DOL Form 5500 · updated monthly

Homie Technology Inc.401(k)

HOMIE 401(K) PLAN · SOUTH JORDAN, UT · plan year 2023

Reported admin expense ratio · 2023
2.36%

Homie Technology Inc. reported $42,490 in plan administrative expenses for 2023: 2.36% of average plan assets, higher than ~90% of peers. 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 fell from 3.08% to 2.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Utah (759th of 848), and 1,879th of 2,096 in real estate & leasing. active participation has shrunk from 124 to 39 since 2022.

Plan summary
Net assets, end of year$1,814,366
Participants with balances151
Active participants39
Employer contributions—
Employee contributions$342,160
Employer contribution per active participant—
Average account balance$12,016
Benefits paid to participants$606,651
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$1.6M · 92 accts
2023$1.8M · 151 accts
2022$1.8M · 388 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$33,099
Investment management$9,391
Total administrative$42,490
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$33,099
ONEDIGITAL INVESTMENT ADVISORS, LLC · Investment advisory (plan)$9,391

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$35,604 · 2.08%
2023$42,490 · 2.36%
2022$58,171 · 3.08%
Similar plansReal Estate & Leasing · Utah
Diamond Event, Inc. UT$3.5M · 1.23%
Everest Realty Group UT$825K · 0.63%
Keller Management,Llc UT$584K · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474131373 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.