# Habitat For Humanity Portland Metro East 401(k) Plan
Source: https://planprovider.pro/companies/habitat-for-humanity-portland-metro-east-401k-plan

> Habitat For Humanity Portland Metro East's 401(k) plan: 118 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 Portland Metro East

- **Sponsor EIN:** 930801200

- **Sponsor Address:** 1478 NE KILLINGSWORTH ST, PORTLAND, OR, 97211

- **Plan Type:** 401(k)

- **Total Participants:** 118

- **Total Assets:** $4.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|118|$4.3M|$164,013|$369,599|

| 2023|122|$3.5M|$149,607|$349,766|

| 2022|110|$2.7M|$102,674|$198,821|

## 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|

| HOFFMAN, STEWART & SCHMIDT, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HOFFMAN, STEWART & SCHMIDT, P.C.](https://planprovider.pro/provider/hoffman-stewart-and-schmidt-pc) — 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|$29,340|—|—|—|—|

| 2023|$18,888|—|—|—|—|

| 2022|—|—|—|—|—|

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