Back to filter
Original filing (PDF)20250731135239NAL0003118499001
HOMESMART SERVICES, LLC
Form 5500
FILING_RECEIVED
HOMESMART SERVICES, LLC 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
161
Accounts w/ balance
156
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HOMESMART SERVICES, LLC.
Plan sponsor
Name
HOMESMART SERVICES, LLC
EIN
85-3872813
Address
8388 E HARTFORD DR · STE 100 · SCOTTSDALE, AZ · 85255
Phone
(480) 889-3700
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
METZ CPA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $18K | — |
Investments
27 direct securities · 1 pooled fund· $5.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$5.3M
27 holdings
Common Collective Trust
$10K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund Mutual Funds | — | — | — | $734K | 13.7% | |
| Fidelity Freedom 2045 Fund Mutual Funds | — | — | — | $664K | 12.4% | |
| Fidelity Freedom 2040 Fund Mutual Funds | — | — | — | $527K | 9.8% | |
| Fidelity 500 Index Fund Mutual Funds | — | — | — | $480K | 8.9% | |
| Fidelity Freedom 2055 Fund Mutual Funds | — | — | — | $390K | 7.3% | |
| Fidelity Freedom 2050 Fund Mutual Funds | — | — | — | $375K | 7.0% | |
| Fidelity Blue Chip Growth Fund Mutual Funds | — | — | — | $286K | 5.3% | |
| Fidelity Freedom 2030 Fund Mutual Funds | — | — | — | $271K | 5.1% | |
| Fidelity Freedom 2025 Fund Mutual Funds | — | — | — | $255K | 4.8% | |
| Fidelity Freedom 2060 Fund Mutual Funds | — | — | — | $251K | 4.7% | |
| Fidelity Government Money Market Fund Money market funds 717 * Participant Loans Interest rates from 5.00% to 9.50% $0 | — | — | — | $188K | 3.5% | |
| AM Amer Mutual Fund Mutual Funds | — | — | — | $141K | 2.6% | |
| Fidelity Freedom 2065 Fund Mutual Funds | — | — | — | $99K | 1.8% | |
| Fidelity Total Bond Fund Mutual Funds | — | — | — | $92K | 1.7% | |
| Fidelity Global EX US Index Fund Mutual Funds | — | — | — | $91K | 1.7% | |
| Fidelity Mid Cap Index Fund Mutual Funds | — | — | — | $81K | 1.5% | |
| MFS Mid Cap Value Fund Mutual Funds | — | — | — | $78K | 1.5% | |
| Fidelity International Cap Appr Fund Mutual Funds | — | — | — | $69K | 1.3% | |
| Fidelity US Bond Index Fund Mutual Funds | — | — | — | $61K | 1.1% | |
| AF New World Fund Mutual Funds | — | — | — | $46K | 0.9% | |
| JPM Government Bond Fund Mutual Funds | — | — | — | $42K | 0.8% | |
| AS SPL Small Cap Value Fund Mutual Funds | — | — | — | $39K | 0.7% | |
| MFS Mid Cap Growth Fund Mutual Funds | — | — | — | $31K | 0.6% | |
| Fidelity Small Cap Fund Mutual Funds | — | — | — | $21K | 0.4% | |
| Fidelity Freedom 2020 Fund Mutual Funds | — | — | — | $19K | 0.4% | |
| Fidelity Inflation PR Bond Fund Mutual Funds | — | — | — | $17K | 0.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $10K | 0.2% | |
| AM Cent Small Cap Growth Fund Mutual Funds | — | — | — | $2K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Real Estate plans
GUGLIELMI ENTERPRISE, INC.
GUGLIELMI ENTERPRISE, INC. 401(K) PROFIT SHARING PLAN
$5.4M · 3 participants
WILLIAM SMITH PROPERTIES, INC.
WILLIAM SMITH PROPERTIES, INC. 401(K) PSP
$5.3M · 40 participants
ALLEN TATE REAL ESTATE, LLC
BEVERLY-HANKS & ASSOCIATES PROFIT SHARING PLAN
$5.3M · 60 participants
SOUTHGATE CORPORATION
SOUTHGATE CORPORATION PROFIT SHARING & 401K PLAN
$5.3M · 9 participants
NEWBURY MANAGEMENT COMPANY DBA/NEWBURY LIVING
NEWBURY MANAGEMENT COMPANY 401(K) PLAN
$5.4M · 133 participants
SHER PARTNERS, INC.
SHER PARTNERS, INC. THIRD PLACE RETIREMENT INVESTMENT PROGRAM 401(K) PLAN
$5.3M · 52 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants