Plan Snapshot
- Plan Sponsor: Habitat For Humanity East Bay/Silicon Valley INC
- Sponsor EIN: 943053687
- Sponsor Address: 2619 BROADWAY, OAKLAND, CA, 946123107
- Plan Type: 401(k)
- Total Participants: 82
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 82 | $9.2M | $228,233 | $593,398 |
| 2023 | 102 | $7.5M | $224,648 | $534,136 |
| 2022 | 88 | $5.7M | $211,990 | $508,587 |
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 |
|---|---|---|---|---|
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEE CPA AUDIT GROUP — Auditor
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 | $81,721 | — | — | — | — |
| 2023 | $65,974 | — | — | — | — |
| 2022 | $49,029 | — | — | — | — |