AUMdb

Home Bancshares, Inc. 401(k) And Employee Stock Ownership Plan

Sponsored by Home Bancshares, Inc. · EIN 710682831 · Plan #002

Total assets
$150M
Net assets
$150M
Active participants
2,574
With balances
2,492

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Forvis Mazars Wealth Advisors, Llc CRD 110905 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Forvis Mazars Wealth Advisors Contract administrator, Recordkeeping, Consulting (general) $148,499
The Newport Group Recordkeeping, Participant communication, Direct payment from the plan $57,255