# Habitat For Humanity Of The Charlotte Region 403(b) Plan
Source: https://planprovider.pro/companies/habitat-for-humanity-of-the-charlotte-region-403b-plan

> Habitat For Humanity Of The Charlotte Region's 403(b) plan: 211 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 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](https://planprovider.pro/provider/forvis-mazars-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|—|—|

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