Plan Ledger DOL Form 5500 · updated monthly

Twin Cities Habitat for Humanity, Inc.401(k)

TWIN CITIES HABITAT FOR HUMANITY, INC. 401(K) PLAN · ST PAUL, MN · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Twin Cities Habitat for Humanity, Inc. reported $36,177 in plan administrative expenses for 2024: 0.37% of average plan assets, below the peer median. Employer contributions averaged $2,268 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 0.29% to 0.37%. 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 Minnesota (1,242nd of 1,918), and the 5,411th of 11,911 in health care & social assistance. In 2024, employees put in $2.47 for every $1.00 the employer contributed; active participation has grown from 159 to 179 since 2022.

Plan summary
Net assets, end of year$11,065,031
Participants with balances211
Active participants179
Employer contributions$405,908
Employee contributions$1,001,381
Employer contribution per active participant$2,268
Average account balance$52,441
Benefits paid to participants$567,096
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 211 accts · $406K emplr
2023$8.8M · 189 accts · $356K emplr
2022$6.8M · 177 accts · $226K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,644
Investment management$27,533
Total administrative$36,177
The Twin Cities Habitat for Humanity, Inc. 401(k) match · 2024
Employer contribution per active participant$2,268
Median for plans this size$1,313
2024$2,268 per active participant
2023$2,142 per active participant
2022$1,420 per active participant

Twin Cities Habitat for Humanity, Inc.'s 2024 employer contribution ran above 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 · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$19,445
EMPOWER ADVISORY GROUP, LLC · Investment management$8,088

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$36,177 · 0.37%
2023$20,524 · 0.26%
2022$21,254 · 0.29%
Same employer
Similar plansHealth Care & Social Assistance · Minnesota
Mary T. Inc. MN$11.4M · 0.91%
Eon, Inc. MN$11.2M · 0.07%
Cedar Valley Services, Inc. MN$11.1M · 0.24%
Accord MN$11.1M · 0.01%
Proact, Inc. MN$11.1M · 0.09%
Bethesda MN$11.0M · 0.69%
Feed My Starving Children MN$11.0M · 0.13%
Thomas Allen, Inc. MN$11.0M · 0.36%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 363363171 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.