Plan Snapshot
- Plan Sponsor: Health Care For The Homeless, INC.
- Sponsor EIN: 521576404
- Sponsor Address: 421 FALLSWAY, BALTIMORE, MD, 212024800
- Plan Type: 403(b)
- Total Participants: 197
- Total Assets: $8.8M
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 | 197 | $8.8M | $1,436 | $946,566 |
| 2023 | 215 | $8.4M | $0 | $925,997 |
| 2022 | 220 | $6.7M | $0 | $823,074 |
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 |
|---|---|---|---|---|
| ADP INC | Recordkeeper | $37,328 | — | $37,328 |
| GREENSPRING ADVISORS LLC | Investment Advisor | $16,735 | — | $16,735 |
| RETIREMENT MANAGEMENT SERVICES LLC | Other Service Provider | $6,380 | — | $6,380 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP INC — Recordkeeper
- GREENSPRING ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,443
- Estimated Expense Ratio: 0.683% of plan assets
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 | $60,728 | $16,735 | $6,380 | — | — |
| 2023 | $76,593 | $19,708 | $33,505 | $16,500 | — |
| 2022 | $53,684 | — | $53,684 | — | — |