Plan Snapshot
- Plan Sponsor: Austin Habitat For Humanity, INC.
- Sponsor EIN: 742373217
- Sponsor Address: 500 W BEN WHITE BLVD, AUSTIN, TX, 78704
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $3.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 93 | $3.9M | $309,427 | $317,890 |
| 2023 | 130 | $2.9M | $267,723 | $265,159 |
| 2022 | 111 | $2.5M | $225,342 | $197,833 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BENEFIT CONSULTANTS GROUP | NONE | $18,833 | — | $18,833 |
| BDG-CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BENEFIT CONSULTANTS GROUP — NONE
- BDG-CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,833
- Estimated Expense Ratio: 0.484% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $9,176 | — | $9,176 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |