# National Association Of Home Builders Of The U.S DC Plan
Source: https://planprovider.pro/companies/national-association-of-home-builders-of-the-u-s-plan

> National Association Of Home Builders Of The U.S&#39;s DC plan: 260 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** National Association Of Home Builders Of The U.S

- **Sponsor EIN:** 880359303

- **Sponsor Address:** 1201 15TH STREET NW, WASHINGTON, DC, 200052842

- **Plan Type:** DC

- **Total Participants:** 260

- **Total Assets:** $127.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|260|$127.1M|$2.1M|$2.9M|

| 2023|252|$117.4M|$2.0M|$2.7M|

| 2022|238|$95.9M|$1.9M|$2.5M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$13,714|—|$13,714|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,714

- **Estimated Expense Ratio:** 0.011% 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|$15,118|$15,118|—|—|—|

| 2023|$21,344|$21,344|—|—|—|

| 2022|$10,335|$10,335|—|—|—|

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