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HOMESIDE FINANCIAL, LLC 401(K) PLAN

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Plan General Information

HOMESIDE FINANCIAL, LLC 401(K) PLAN Total Retirement Plan Assets

At the end of 2020, the total retirement plan assets of HOMESIDE FINANCIAL, LLC 401(K) PLAN is $13,678,342.00.This plan was established in 2014.

HOMESIDE FINANCIAL, LLC 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2020, the total number of retirement plan participants in HOMESIDE FINANCIAL, LLC 401(K) PLAN is 560

HOMESIDE FINANCIAL, LLC 401(K) PLAN Average Participant Retirement Account Value

In 2020, the average participant retirement account value for HOMESIDE FINANCIAL, LLC 401(K) PLAN is $24,425.00

HOMESIDE FINANCIAL, LLC 401(K) PLAN Estimated Average Employee Contribution Amount

In 2020, the estimated average employee contribution amount per participant for HOMESIDE FINANCIAL, LLC 401(K) PLAN is $13,276.00.

HOMESIDE FINANCIAL, LLC 401(K) PLAN Estimated Average Employer Match

In 2020, the estimated average employer match for an employee in HOMESIDE FINANCIAL, LLC 401(K) PLAN is approximately $646.00
Investing in this additonal $646.00 for 20 years would give you extra $41,405.00, assuming a 10% annual return.

HOMESIDE FINANCIAL, LLC 401(K) PLAN Total Employer Contribution and Match Rate

In 2020, HOMESIDE FINANCIAL, LLC 401(K) PLAN allocates $362,296.00 to match its employees' contributions, providing an employer match rate of 9.75% of their contributions

HOMESIDE FINANCIAL, LLC 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2020, the total retirement plan asset growth rate of HOMESIDE FINANCIAL, LLC 401(K) PLAN is 75.88%.

HOMESIDE FINANCIAL, LLC 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2020, the estimated aggregate retirement account investment gain/loss for HOMESIDE FINANCIAL, LLC 401(K) PLAN is 19.21%. This measures the effectiveness of the plan participants' investments in the year.

HOMESIDE FINANCIAL, LLC 401(K) PLAN Expense Ratio

In 2020, the investment and administrative expense ratio of HOMESIDE FINANCIAL, LLC 401(K) PLAN is 0.48%.

Enrollment Features

HOMESIDE FINANCIAL, LLC 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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