# The Habitat Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-habitat-company-llc-401k-plan

> The Habitat Company, LLC's 401(k) plan: 233 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Habitat Company, LLC

- **Sponsor EIN:** 300023745

- **Sponsor Address:** 350 WEST HUBBARD, CHICAGO, IL, 60654

- **Plan Type:** 401(k)

- **Total Participants:** 233

- **Total Assets:** $24.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|233|$24.9M|$493,301|$1.5M|

| 2023|259|$23.1M|$493,686|$1.4M|

| 2022|387|$19.2M|$491,516|$1.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$59,410|—|$59,410|

| ALERA INVESTMENT ADVISORS, LLC|INVESTMENT ADVISOR|$26,000|—|$26,000|

| PETER SHANNON & CO|AUDITOR|$22,500|—|$22,500|

| STRATEGIC ADVISORS, INC.|ADVISOR|$11,290|—|$11,290|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ALERA INVESTMENT ADVISORS, LLC](https://planprovider.pro/provider/alera-investment-advisors-llc) — INVESTMENT ADVISOR

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $119,200

- **Estimated Expense Ratio:** 0.479% 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|$119,200|$11,290|—|—|—|

| 2023|$122,339|$36,103|—|$22,000|—|

| 2022|$118,513|$36,991|$60,522|—|$21,000|

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