Plan Snapshot
- Plan Sponsor: Habitat America, LLC
- Sponsor EIN: 521851030
- Sponsor Address: 180 ADMIRAL COCHRANE DR, ANNAPOLIS, MD, 214017419
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $5.2M
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 | 208 | $5.2M | $111,297 | $482,742 |
| 2023 | 225 | $5.4M | $115,353 | $468,269 |
| 2022 | 209 | $4.9M | $115,505 | $460,424 |
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 |
|---|---|---|---|---|
| GRANDIZIO, WILKINS, LITTLE&MATTHEWS | 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 | $48,307 | — | $48,307 | — | — |
| 2023 | $45,155 | — | $45,155 | — | — |
| 2022 | $55,135 | — | $55,135 | — | — |