Plan Ledger DOL Form 5500 · updated monthly

Habitat for Humanity International, Inc.403(b)

HABITAT FOR HUMANITY 403(B) PLAN · AMERICUS, GA · plan year 2024

Reported admin expense ratio · 2024
0.24%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Habitat for Humanity International, Inc. reported $212,317 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,005 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.239%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 290th-largest of 2,160 plans among Georgia employers on file, and the 215th of 3,341 in other services. In 2024, employees put in $1.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$94,099,513
Participants with balances800
Active participants653
Employer contributions$3,268,490
Employee contributions$5,762,455
Employer contribution per active participant$5,005
Average account balance$117,624
Benefits paid to participants$11,179,637
Plan auditUnmodified (clean) audit opinion
AuditorLONG & ASSOCIATES, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$94.1M · 800 accts · $3.3M emplr
2023$83.8M · 831 accts · $3.4M emplr
2022$70.4M · 848 accts · $3.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$211,935
Total administrative$212,317
Employer contributions to the Habitat for Humanity International, Inc. plan · 2024
Employer contribution per active participant$5,005
Median for plans this size$3,635
2024$5,005 per active participant
2023$5,065 per active participant
2022$4,753 per active participant

Habitat for Humanity International, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$211,935
SAGEVIEW ADVISORY CONSULTING GROUP · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$212,317 · 0.24%
2023$197,281 · 0.26%
2022$179,083 · 0.24%
All plans at this employer2
HABITAT FOR HUMANITY RETIREMENT PLANMoney purchase plan
HABITAT FOR HUMANITY 403(B) PLAN403(b)
Same employer
Similar plansOther Services · Georgia
Mimedx Group, Inc. GA$86.2M · 0.12%
Leaseplan U.S.A., Inc. GA$72.6M · 0.19%
Lor, Inc. GA$70.4M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911914868 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.