Habitat For Humanity East Bay Retirement Plan
Sponsored by Habitat For Humanity East Bay/Silicon Valley Inc · EIN 943053687 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 82
- With balances
- 121
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Financial | Investment advisory (plan) | $60,635 |
| Ascensus Llc | Participant loan processing, Recordkeeping fees, Account maintenance fees | $12,051 |
| Pension Benefit Consultants | Contract administrator, Consulting (pension) | $9,500 |