Plan Ledger DOL Form 5500 · updated monthly

Habitat for Humanity of Omaha Inc403(b)

HABITAT FOR HUMANITY OF OMAHA 403(B) RETIREMENT PLAN · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Habitat for Humanity of Omaha Inc reported $16,249 in plan administrative expenses for 2024: 0.33% of average plan assets, below the peer median. Employer contributions averaged $1,142 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Nebraska (467th of 565), and 7,958th of 11,911 in health care & social assistance. In 2024, employees put in $2.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,917,268
Participants with balances111
Active participants127
Employer contributions$144,991
Employee contributions$429,212
Employer contribution per active participant$1,142
Average account balance$44,300
Benefits paid to participants$412,452
Plan auditUnmodified (clean) audit opinion
AuditorBLAND & ASSOCIATES P.C.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,249
Total administrative$16,249
Employer contributions to the Habitat for Humanity of Omaha Inc plan · 2024
Employer contribution per active participant$1,142
Median for plans this size$1,313

Habitat for Humanity of Omaha Inc's 2024 employer contribution ran below the $1,313 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$16,249
CREATIVE PLANNING, LLC · Investment advisory (participants)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 history1
2024$16,249 · 0.33%
Same employer
Similar plansHealth Care & Social Assistance · Nebraska
Azria Health NE$5.4M · 1.16%
Centerpointe, Inc. NE$3.9M · 1.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363283625 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.