Plan Snapshot
- Plan Sponsor: Community Housing Partnership
- Sponsor EIN: 943112338
- Sponsor Address: PO BOX 237, SAN FRANCISCO, CA, 94104
- Plan Type: 403(b)
- Total Participants: 197
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 197 | $1.8M | $115,628 | $163,777 |
| 2023 | 203 | $1.5M | $114,222 | $289,130 |
| 2022 | 280 | $1.0M | $112,159 | $328,992 |
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 |
|---|---|---|---|---|
| NORVOGRADAC & CO LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $2,296 | — | — | — | — |
| 2023 | $1,178 | — | — | — | — |
| 2022 | $1,239 | — | — | — | — |