Homeservices of America 401(k) match, vesting and fees
What Homeservices of America's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch,pierce,fenner & Smith | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 15 defined-contribution plans in real estate and rental and leasing with 5,000 to 9,999 participants.
| Homeservices of America: employer contribution per participant | $2,243 | |
| Peer median | $1,849 |
| Homeservices of America: average balance | $109,283 | |
| Peer median | $61,541 |
| Homeservices of America: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.12% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $729M at the end of plan year 2023 to $791M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,578 | $791M | $16.2M | $2,243 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 8,209 | $729M | $17.4M | $2,241 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Homeservices of America match 401(k) contributions?
The match terms for the Homeservices Retirement Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $16.2M in employer contributions, about $2,243 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Homeservices of America 401(k) match vested?
The vesting schedule for the Homeservices Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Homeservices of America 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch,pierce,fenner & Smith. The plan administrator is Homeservices of America, Inc.
I left Homeservices of America. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Homeservices of America, Inc, (888) 818-4762) or the recordkeeper, Merrill Lynch,pierce,fenner & Smith. The Homeservices of America old 401(k) page lists the contacts from every plan filing. Find an old Homeservices of America 401(k)
Data from the public Form 5500 annual reports Homeservices of America filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Homeservices of America. Not financial advice. Report a correction · Methodology