Plan Snapshot
- Plan Sponsor: Habitat For Humanity Of Metro Denver
- Sponsor EIN: 742050021
- Sponsor Address: 430 S. NAVAJO STREET, DENVER, CO, 80223
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 128 | $5.6M | $254,610 | $431,185 |
| 2023 | 142 | $5.0M | $222,209 | $413,712 |
| 2022 | 145 | $4.5M | $194,580 | $382,007 |
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 |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — 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 | $32,788 | — | $1,450 | — | — |
| 2023 | $30,043 | — | $1,975 | — | — |
| 2022 | $28,200 | — | $28,200 | — | — |