# Heritage Health And Housing, I 401(k) Plan
Source: https://planprovider.pro/companies/heritage-health-and-housing-i-132661509-002

> Heritage Health And Housing, I's 401(k) plan: 84 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Heritage Health And Housing, I

- **Sponsor EIN:** 132661509

- **Sponsor Address:** 416 W 127TH ST, NEW YORK, NY, 100272516

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

- **Plan Number:** 002

- **Total Participants:** 84

- **Total Assets:** $3.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|84|$3.0M|$36,323|$303,305|

| 2023|94|$2.6M|$38,455|$280,678|

| 2022|103|$2.1M|$25,761|$261,506|

## 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|

| CARON & BLETZER, PLLC|Auditor|—|—|$0|

## 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|$1,825|—|—|—|—|

| 2023|$1,313|—|—|—|—|

| 2022|$880|—|—|—|—|

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