The Habitat Company Employees' Retirement & Savings Plan
Sponsored by The Habitat Company, Llc · EIN 300023745 · Plan #001
- Total assets
- $24.9M
- Net assets
- $24.9M
- Active participants
- 233
- With balances
- 419
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $59,410 |
| Alera Investment Advisors, Llc | Consulting (general) | $26,000 |
| Peter Shannon & Co | Accounting | $22,500 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $11,290 |