Preservation Of Affordable Housing, Inc. 401(k) Plan: Login, Facts & Contact Information

Preservation Of Affordable Housing, Inc. 401(k) Plan Facts

Plan name
POAH/POAHC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PRESERVATION OF AFFORDABLE HOUSING, INC.
Participants
696 (622 active employees)
Former employees with a balance
139
Plan assets
$38,007,501 at Dec 31, 2024
Average account balance
$55,811 across 681 accounts
Employer contributions
$1,500,123 in plan year 2024 (32% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2004
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.73 million went into the plan in contributions, $1.50 million of it from the employer (32%).
  • $3.48 million was paid out to participants.
  • Investment and other income added $4.91 million.
  • Administrative expenses were $8,321, about $12 per account.

How the Preservation Of Affordable Housing, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019509$17.4 million$860,842$1.56 million
2020587$22.1 million$952,846$1.49 million
2021585$28.4 million$1.04 million$1.01 million
2022615$25.1 million$1.15 million$2.41 million
2023659$31.9 million$1.30 million$2.07 million
2024696$38.0 million$1.50 million$3.48 million

Preservation Of Affordable Housing, Inc. 401(k) Contact Information

Phone
617-261-9898
Mailing address
2 OLIVER STREET SUITE 500, BOSTON MA 02109
Plan sponsor
PRESERVATION OF AFFORDABLE HOUSING, INC.
Employer identification number (EIN)
31-1616634
Plan number
002

Questions about the Preservation Of Affordable Housing, Inc. 401(k)

Does Preservation Of Affordable Housing, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.50 million, 32% of all contributions.

Does the Preservation Of Affordable Housing, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Preservation Of Affordable Housing, Inc 401(k) plan?

696 participants at the start of plan year 2024, 622 of them active employees, and 139 former employees who still had money in the plan.

What is the average 401(k) balance at Preservation Of Affordable Housing, Inc?

About $55,811 per account: $38.0 million in plan assets across 681 accounts with a balance at the end of plan year 2024.

Who manages the Preservation Of Affordable Housing, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Preservation Of Affordable Housing, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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