# Mercy Housing, INC. 403(b) Plan
Source: https://planprovider.pro/companies/mercy-housing-inc-plan-002

> Mercy Housing, INC.'s 403(b) plan: 1,695 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mercy Housing, INC.

- **Sponsor EIN:** 470646706

- **Sponsor Address:** 1600 BROADWAY, SUITE 2000, DENVER, CO, 80202

- **Plan Type:** 403(b)

- **Total Participants:** 1,695

- **Total Assets:** $96.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|1,695|$96.4M|$4.1M|$6.8M|

| 2023|1,668|$85.5M|$3.7M|$6.0M|

| 2022|1,602|$68.2M|$3.4M|$5.4M|

## 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|

| COHN REZNICK LLP|Auditor|$16,800|—|$16,800|

### Verified Provider Profiles

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

- [COHN REZNICK LLP](https://planprovider.pro/provider/goldman-sachs) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,800

- **Estimated Expense Ratio:** 0.017% 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|$279,188|$33,645|—|$16,800|—|

| 2023|$262,519|$39,823|—|—|—|

| 2022|$226,058|$37,552|—|—|—|

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