Homebridge Financial Services 401(k) Plan: Login, Facts & Contact Information
Homebridge Financial Services 401(k) Login
482 former Homebridge Financial Services employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Homebridge Financial Services 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 30, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.73 million went into the plan in contributions, $122,457 of it from the employer (7%).
- $17.3 million was paid out to participants.
- Investment and other income added $8.73 million.
- Administrative expenses were $162,154, about $242 per account.
How the Homebridge Financial Services 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 2,451 | $83.6 million | $1.42 million | $8.06 million |
| 2020 | 2,610 | $112.7 million | $2.08 million | $5.66 million |
| 2021 | 2,752 | $140.3 million | $2.20 million | $12.1 million |
| 2022 | 2,782 | $122.4 million | $1.73 million | $13.2 million |
| 2023 | 2,394 | $73.7 million | $492,821 | $68.4 million |
| 2024 | 1,212 | $66.6 million | $122,457 | $17.3 million |
Homebridge Financial Services 401(k) Contact Information
Questions about the Homebridge Financial Services 401(k)
Does Homebridge Financial Services contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $122,457, 7% of all contributions.
Does the Homebridge Financial Services 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Homebridge Financial Services 401(k) plan?
1,212 participants at the start of plan year 2024, 312 of them active employees, and 482 former employees who still had money in the plan.
What is the average 401(k) balance at Homebridge Financial Services?
About $99,471 per account: $66.6 million in plan assets across 670 accounts with a balance at the end of plan year 2024.
Who manages the Homebridge Financial Services 401(k) accounts?
Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Homebridge Financial Services. How do I access my 401(k)?
Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.