The Centers For Habilitation 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: The Centers For Habilitation
  • Sponsor EIN: 860217033
  • Sponsor Address: 215 WEST LODGE DR, TEMPE, AZ, 852833652
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 401
  • Total Assets: $6.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023401$6.3M$336,527$214,125
2022362$5.3M$242,293$174,081

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