Plan Snapshot
- Plan Sponsor: Housing Partnership, INC.
- Sponsor EIN: 592704597
- Sponsor Address: 2001 W BLUE HERON BLVD, RIVIERA BEACH, FL, 334045003
- Plan Type: 401(k)
- Total Participants: 245
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 245 | $8.7M | $230,131 | $328,381 |
| 2023 | 221 | $7.8M | $199,507 | $299,753 |
| 2022 | 203 | $7.3M | $202,050 | $311,425 |
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 |
|---|---|---|---|---|
| HOLYFIELD & THOMAS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLYFIELD & THOMAS, LLC — 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 | $4,476 | — | — | — | — |
| 2023 | $1,244 | — | — | — | — |
| 2022 | $2,132 | — | — | — | — |