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Company:
Homestreet, Inc.
Plan:
Homestreet, Inc. 401k Savings and Employee Stock Ownership Plan and Trust
 

Homestreet, Inc.

69 Plan:

 
 
69
40
67
87
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 18 point difference between this plan's BrightScope Rating (69) and the top rated plan (87) could equate to:
[How is this calculated?]
10 additional years of work
Up to $145,100 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Homestreet, Inc. 401k Savings and Employee Stock Ownership Plan and Trust is a defined contribution plan with a profit-sharing component, 401k feature, and ESOP component. This plan has a BrightScope Rating of 69. This plan is in the top 35% of plans for Account Balances, Salary Deferral, and Total Plan Cost. Homestreet, Inc. 401k Savings and Employee Stock Ownership Plan and Trust currently has over 700 active participants and over $39.7M in plan assets.

 

 Retirement Plan Details

Address 601 Union Street , Suite 2000
Seattle, WA 98101 
Industry Other Depository Credit Intermediation
Administrator Pamela Taylor
Net Plan Assets $39,700,000
Total Participants 770
Avg Account Balance $52,000

 Top 3 Funds in this 401k

1. PIMCO Total Return 14%
2. Schwab S&P 500 Index 11%
3. Charles Schwab Stable Value Fund 8%

  Plan Service Providers

Recordkeeper Charles Schwab
Investment Adviser Pacific Portfolio Consulting
Legal Counsel Davis Wright Tremaine
Auditor KPMG, Llp

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