How big is Habitat for Humanity/Rogue Valley's plan?

Habitat for Humanity/Rogue Valley's plan reported $664K in assets and 24 participants for 2024.

Original filing (PDF)20251202121531NAL0017279488001

Habitat for Humanity/Rogue Valley

Name: Habitat for Humanity/Rogue Valley — Habitat for, Form 5500 (2024)
Creator: Habitat for Humanity/Rogue Valley
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Habitat for Humanity/Rogue Valley 403(b) Plan

403(b) retirement plan · Habitat for Humanity/Rogue Valley's Habitat for Humanity/Rogue Valley 403(b) Plan held $664K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$664K

Net assets (EOY)

$664K

People on this filing

Tamara Farris signed Habitat for Humanity/Rogue Valley's 2024 Form 5500 as plan administrator.

Tamara Farris — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Habitat for Humanity/Rogue Valley's EIN is 93-0971629.

EIN 93-0971629

Plan number 001

Plan year 2024

ACK ID 20251202121531NAL0017279488001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Habitat for Humanity/Rogue Valley from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Habitat for Humanity/Rogue Valley's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HABITAT FOR HUMANITY/ROGUE VALLEY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score