Original filing (PDF)20250411173720NAL0023635249001

HOUSING MATTERS

Name: HOUSING MATTERS — 403(B) THRIFT PLAN FOR EMPLOYEES OF HOUSING MATTERS, Form 5500 (2023)
Creator: HOUSING MATTERS

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF HOUSING MATTERS

401(k) retirement plan

Active participants

Accounts w/ balance

165

Plan assets (EOY)

$921K

Net assets (EOY)

$921K

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 HOUSING MATTERS.

Plan sponsor

Name

HOUSING MATTERS

EIN

77-0126783

Address

115 CORAL STREET · SANTA CRUZ, CA · 95060

Phone

(831) 458-6020

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-11

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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BRIGHTER BEGINNINGS