Homewerks Worldwide 401(k) match, vesting and fees
What Homewerks Worldwide'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cassell Plan Audits PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,052 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Homewerks Worldwide: employer contribution per participant | $1,886 | |
| Peer median | $2,091 |
| Homewerks Worldwide: average balance | $53,569 | |
| Peer median | $87,400 |
| Homewerks Worldwide: admin expenses ÷ assets | 0.36% | |
| Peer median | 0.32% |
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 $6.9M at the end of plan year 2021 to $10.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 219 | $10.9M | $383K | $1,886 | 0.36% | Not published | Form 5500 ↗ |
| 2024 | 187 | $8.7M | $677K | $4,369 | 0.36% | Not published | Form 5500 ↗ |
| 2023 | 128 | $7M | $287K | $2,278 | 0.37% | Not published | Form 5500 ↗ |
| 2022 | 122 | $5.5M | $242K | $2,280 | 0.28% | Not published | Form 5500 ↗ |
| 2021 | 101 | $6.9M | $199K | $2,011 | 0.19% | Not published | 5500-SF ↗ |
Common questions
Does Homewerks Worldwide match 401(k) contributions?
The match terms for the Homewerks Worldwide LLC 401(k) have not been published from its filing yet. The plan year 2025 filing reports $383K in employer contributions, about $1,886 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Homewerks Worldwide 401(k) match vested?
The vesting schedule for the Homewerks Worldwide LLC 401(k) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Homewerks Worldwide 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Homewerks Worldwide LLC.
I left Homewerks Worldwide. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Homewerks Worldwide LLC, (224) 534-1500) or the recordkeeper, Fidelity Investments Institutional. The Homewerks Worldwide old 401(k) page lists the contacts from every plan filing. Find an old Homewerks Worldwide 401(k)
Data from the public Form 5500 annual reports Homewerks Worldwide filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Homewerks Worldwide. Not financial advice. Report a correction · Methodology