Plan Snapshot
- Plan Sponsor: Twin Cities Habitat For Humanity, INC.
- Sponsor EIN: 363363171
- Sponsor Address: 1954 UNIVERSITY AVE W, ST PAUL, MN, 55104
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $11.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 179 | $11.1M | $405,908 | $1.0M |
| 2023 | 166 | $8.8M | $355,600 | $846,806 |
| 2022 | 159 | $6.8M | $225,706 | $670,605 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — 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 | $36,177 | $27,533 | — | — | — |
| 2023 | $20,524 | $20,524 | — | — | — |
| 2022 | $21,254 | $17,849 | $3,405 | — | — |