# Home School Legal Defense Association 401(k) Plan
Source: https://planprovider.pro/companies/home-school-legal-defense-association-521354365-003

> Home School Legal Defense Association's 401(k) plan: 106 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Home School Legal Defense Association

- **Sponsor EIN:** 521354365

- **Sponsor Address:** ONE PATRICK HENRY CIRCLE, PURCELLVILLE, VA, 20132

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

- **Plan Number:** 003

- **Total Participants:** 106

- **Total Assets:** $15.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|106|$15.9M|$586,716|$343,595|

| 2023|111|$14.9M|$582,346|$335,148|

| 2022|110|$13.2M|$1.1M|$372,656|

## 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|

| ALERUS FINANCIAL, N.A.|Investment Advisor|$24,331|—|$24,331|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALERUS FINANCIAL, N.A.](https://planprovider.pro/provider/intellicents-inc) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $24,331

- **Estimated Expense Ratio:** 0.153% 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|$24,331|—|$21,407|—|—|

| 2023|$9,642|—|—|—|—|

| 2022|$4,868|—|—|—|—|

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