Department of Labor filing

HOME/LIFE SERVICES INC.

HOME/LIFE SERVICES INC. 401(K) RETIREMENT PLAN · For the plan year ended Jun 30, 2025

Public filing 2024 · received Apr 13, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

32filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$577

Reported employer contributions per active participant.

Higher than about 37% of comparable plans

#People in the filing

707

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$122 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 20% of comparable plans

↗Investment performance

Not available

Plan assets changed 29.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202432out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions37th percentileTypical peer $972 · based on 167 comparable plans

Lower reported administrative expense20th percentileTypical peer $63 · based on 176 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, HOME/LIFE SERVICES INC. reported $407,707 in employer contributions across the plan and 707 active participants. That works out to $577 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy93%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 5.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 54.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context32/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $407,707
Participant contributions: $665,438
Other contributions: $0
Employer share of reported contributions: 38.0%
Beginning assets: $3,062,124
Ending assets: $3,974,558
Ending net assets: $3,974,558
Ending liabilities: $0
Total income: $1,474,081
Total expenses: $561,647
Administrative expenses: $62,508
Participant loans: $53,902

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$612

2023

$1,360

2024

$577

Plan-paid administrative expenses per participant

2022

$79

2023

$86

2024

$122

Active participants

2022

528

2023

455

2024

707

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$577	707	4M	20260413164122NAL0018371648001
2023	$1,360	455	3.1M	20250414124428NAL0001746401001
2022	$612	528	2.2M	20240412160013NAL0002727489001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.4%
Independent accountant’s opinion: Disclaimer of opinion Code 3
Late participant contributions reported: Not stated in the filing
Public plan identifier: 133899699-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 2019
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K3D3H

Current plan terms

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Filing ACK_ID20260413164122NAL0018371648001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗