Plan Snapshot
- Plan Sponsor: Habitat For Humanity Central Arizona
- Sponsor EIN: 742401708
- Sponsor Address: 2830 WEST GLENDALE AVE. SUITE 33, PHOENIX, AZ, 85051
- Plan Type: 401(k)
- Total Participants: 119
- Total Assets: $6.1M
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 | 119 | $6.1M | $190,547 | $360,746 |
| 2023 | 99 | $5.1M | $173,030 | $346,501 |
| 2022 | 97 | $4.0M | $171,527 | $307,564 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVICER | $44,429 | — | $44,429 |
| STADION MONEY MANAGEMENT | SERVICE PROVIDER | $21,734 | — | $21,734 |
| CLIFTONLARSENALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVICER
- CLIFTONLARSENALLEN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,163
- Estimated Expense Ratio: 1.085% 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 | $70,218 | — | $70,218 | — | — |
| 2023 | $58,224 | — | — | — | — |
| 2022 | $49,565 | — | $49,565 | — | — |