# Habitat For Humanity Central Arizona 401(k) Plan
Source: https://planprovider.pro/companies/habitat-for-humanity-central-arizona-plan

> Habitat For Humanity Central Arizona's 401(k) plan: 119 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVICER

- [CLIFTONLARSENALLEN](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|—|—|

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