Plan Ledger DOL Form 5500 · updated monthly

Habitat for Humanity of Greater Los Angeles401(k)

HABITAT FOR HUMANITY OF GREATER LOS ANGELES 401(K) PROFIT SHARING PLAN · BELLFLOWER, CA · plan year 2024

Reported admin expense ratio · 2024
0.99%

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

Habitat for Humanity of Greater Los Angeles reported $68,754 in plan administrative expenses for 2024: 0.99% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,613 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 2 years on file its reported administrative ratio rose from 0.21% to 0.99%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (6,125th of 9,483), and 1,917th of 3,341 in other services. In 2024, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,652,678
Participants with balances226
Active participants134
Employer contributions$350,187
Employee contributions$607,113
Employer contribution per active participant$2,613
Average account balance$33,861
Benefits paid to participants$375,666
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.7M · 226 accts · $350K emplr
2023$6.2M · 202 accts · $265K emplr
2022$4.8M · 199 accts · $210K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$68,754
Total administrative$68,754
The Habitat for Humanity of Greater Los Angeles 401(k) match · 2024
Employer contribution per active participant$2,613
Median for plans this size$1,313
2024$2,613 per active participant
2023$1,791 per active participant
2022$1,630 per active participant

Habitat for Humanity of Greater Los Angeles's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20243
TRANSAMERICA RETIREMT SOLUTIONS LLC · Recordkeeping · Loan processing$19,324
FUTUREPLAN BY ASCENSUS · Recordkeeping · Loan processing$695
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$16,739

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

Recordkeeper by year2
2024Ascensus, Transamerica
2023Ascensus, Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$68,754 · 0.99%
2023$8,697 · 0.16%
2022$10,527 · 0.21%
Same employer
Similar plansOther Services · California
Maravilla Foundation CA$7.7M · 0.07%
Humane, Inc. CA$7.6M · 0.00%
Faith in Action Network CA$7.5M · 0.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 330416470 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.