Plan Snapshot
- Plan Sponsor: Habitat For Humanity Of The Charlotte Region
- Sponsor EIN: 561366233
- Sponsor Address: 3815 LATROBE DRIVE, CHARLOTTE, NC, 28211
- Plan Type: 403(b)
- Total Participants: 211
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 211 | $6.2M | $318,287 | $762,190 |
| 2023 | 202 | $4.9M | $261,454 | $674,448 |
| 2022 | 201 | $3.5M | $240,232 | $541,016 |
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 |
|---|---|---|---|---|
| FORVIS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS LLP — 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 | $26,800 | — | $26,800 | — | — |
| 2023 | $10,686 | — | $10,686 | — | — |
| 2022 | $929 | — | $929 | — | — |