# Habilitation Assistance Corporation 401(k) Plan
Source: https://planprovider.pro/companies/habilitation-assistance-corporation-042797974-001

> Habilitation Assistance Corporation's 401(k) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Habilitation Assistance Corporation

- **Sponsor EIN:** 042797974

- **Sponsor Address:** 434 COURT ST, PLYMOUTH, MA, 023607312

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 139

- **Total Assets:** $9.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|139|$9.3M|$279,107|$358,347|

| 2023|139|$8.3M|$300,000|$339,146|

| 2022|133|$7.6M|$300,000|$294,744|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$33,653|—|$33,653|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $33,653

- **Estimated Expense Ratio:** 0.362% 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|$33,653|—|$33,653|—|—|

| 2023|$27,966|—|$27,966|—|—|

| 2022|$27,680|—|$27,680|—|—|

## Similar Plans

- [House Works LLC](https://planprovider.pro/companies/house-works-llc-plan) — 11,844 participants

- [Vinfen Corporation](https://planprovider.pro/companies/vinfen-corporation-plan-001) — 2,841 participants

- [Eliot Community Human Services, INC.](https://planprovider.pro/companies/eliot-community-human-services-inc-401k-plan) — 1,999 participants

- [Vinfen Corporation](https://planprovider.pro/companies/vinfen-corporation-403b-plan) — 1,936 participants

- [Servicenet, INC.](https://planprovider.pro/companies/servicenet-inc-401k-plan) — 1,854 participants

- [Riverside Community Care, INC.](https://planprovider.pro/companies/riverside-community-care-inc-403b-plan) — 1,612 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/habilitation-assistance-corporation-042797974-001)

© 2026 PlanProvider.Pro