# Haven For Hope 403(b) Plan
Source: https://planprovider.pro/companies/haven-for-hope-plan

> Haven For Hope's 403(b) plan: 300 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adkf-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|$73,282|$25,648|$47,634|—|—|

| 2023|$46,820|$16,253|$30,567|—|—|

| 2022|$19,569|$10,714|$8,855|—|—|

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