Plan Snapshot
- Plan Sponsor: Haven For Hope
- Sponsor EIN: 208075412
- Sponsor Address: 1 HAVEN FOR HOPE WAY, SAN ANTONIO, TX, 78207
- Plan Type: 403(b)
- Total Participants: 300
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 300 | $8.6M | $607,204 | $761,662 |
| 2023 | 291 | $6.7M | $528,701 | $707,860 |
| 2022 | 301 | $4.2M | $342,545 | $547,122 |
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 |
|---|---|---|---|---|
| ADKF, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADKF, P.C. — 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 | $73,282 | $25,648 | $47,634 | — | — |
| 2023 | $46,820 | $16,253 | $30,567 | — | — |
| 2022 | $19,569 | $10,714 | $8,855 | — | — |