Habitat For Humanity Of Omaha 403(b) Retirement Plan
Sponsored by Habitat For Humanity Of Omaha Inc · EIN 363283625 · Plan #001
- Total assets
- $4.9M
- Net assets
- $4.9M
- Active participants
- 127
- With balances
- 111
Plan year beginning 02/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $16,249 |
| Creative Planning, Llc | Investment advisory (participants), Consulting fees | $0 |