AUMdb

Homestreet, Inc 401(k) Savings Plan

Sponsored by Homestreet, Inc. · EIN 910186600 · Plan #001

Total assets
$179M
Net assets
$179M
Active participants
790
With balances
1,976

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

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Direct payment from the plan, Recordkeeping fees $172,529
Pacific Portfolio Consulting Llc Investment management, Direct payment from the plan $40,000
Crowe Llp Accounting, Direct payment from the plan $35,750