Plan Snapshot
- Plan Sponsor: Home Builders Institute
- Sponsor EIN: 521266885
- Sponsor Address: 1201 15TH STREET NW 6TH FLOOR, WASHINGTON, DC, 20005
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 321
- Total Assets: $8.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 321 | $8.6M | $0 | $1.0M |
| 2023 | 335 | $7.3M | $0 | $975,621 |
| 2022 | 328 | $5.9M | $0 | $928,360 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | 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 | $1,887 | $1,862 | — | — | — |
| 2023 | $983 | $983 | — | — | — |
| 2022 | $697 | — | $697 | — | — |