Habitat for Humanity of Omaha 403(b) match, vesting and fees
What Habitat for Humanity of Omaha's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Bland & Associates P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Habitat for Humanity of Omaha: employer contribution per participant | $1,306 | |
| Peer median | $1,468 |
| Habitat for Humanity of Omaha: average balance | $44,300 | |
| Peer median | $37,786 |
| Habitat for Humanity of Omaha: admin expenses ÷ assets | 0.66% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $4.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 147 | $4.9M | $145K | $1,306 | 0.66% | Not published | Form 5500 ↗ |
Common questions
Does Habitat for Humanity of Omaha match 401(k) contributions?
The match terms for the Habitat for Humanity of Omaha 403(b) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $145K in employer contributions, about $1,306 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Habitat for Humanity of Omaha 401(k) match vested?
The vesting schedule for the Habitat for Humanity of Omaha 403(b) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Habitat for Humanity of Omaha 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Habitat for Humanity of Omaha Inc.
I left Habitat for Humanity of Omaha. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Habitat for Humanity of Omaha Inc, (402) 884-7364) or the recordkeeper, Principal Life Insurance Company. The Habitat for Humanity of Omaha old 401(k) page lists the contacts from every plan filing. Find an old Habitat for Humanity of Omaha 401(k)
Data from the public Form 5500 annual reports Habitat for Humanity of Omaha filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Habitat for Humanity of Omaha. Not financial advice. Report a correction · Methodology