Plan Snapshot
- Plan Sponsor: Homes For The Homeless, INC.
- Sponsor EIN: 133351420
- Sponsor Address: 36 COOPER SQUARE, 3RD FLOOR, NEW YORK, NY, 100037115
- Plan Type: 403(b)
- Total Participants: 241
- Total Assets: $14.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 241 | $14.0M | $560,870 | $253,858 |
| 2023 | 221 | $12.2M | $482,702 | $202,313 |
| 2022 | 164 | $12.1M | $365,385 | $186,879 |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — 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 | $1,150 | — | $1,150 | — | — |
| 2023 | $1,965 | — | $1,965 | — | — |
| 2022 | $506 | — | $506 | — | — |