AUMdb

Habitat For Humanity Retirement Savings Plan

Sponsored by Habitat For Humanity Of The Charlotte Region · EIN 561366233 · Plan #001

Total assets
$6.2M
Net assets
$6.2M
Active participants
211
With balances
243

Plan year beginning 01/01/2024 · 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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Lincoln National Corporation Contract administrator $26,793