Original filing (PDF)20250415085004NAL0006066578001

CALDWELL COUNTY HABITAT FOR HUMANITY, INC.

Name: CALDWELL COUNTY HABITAT FOR HUMANITY, INC. — CALDWELL COUNTY HABITAT FOR HUMANITY 403(B) PLAN, Form 5500 (2024)
Creator: CALDWELL COUNTY HABITAT FOR HUMANITY, INC.

Form 5500-SF

FILING_RECEIVED

CALDWELL COUNTY HABITAT FOR HUMANITY 403(B) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$702K

Net assets (EOY)

$702K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CALDWELL COUNTY HABITAT FOR HUMANITY, INC..

Plan sponsor

Name

CALDWELL COUNTY HABITAT FOR HUMANITY, INC.

EIN

56-1760354

Address

1216 HARPER AVENUE · LENOIR, NC · 28645

Phone

(828) 758-8757

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-15

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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