Plan Snapshot
- Plan Sponsor: Corey Barton Homes, INC.
- Sponsor EIN: 820485163
- Sponsor Address: 1977 E OVERLAND RD, MERIDIAN, ID, 83642
- Plan Type: 401(k)
- Total Participants: 215
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 215 | $9.3M | $435,460 | $765,452 |
| 2023 | 168 | $8.1M | $421,168 | $725,253 |
| 2022 | 158 | $6.2M | $392,775 | $669,043 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LEAVITT, CHRISTENSEN & CO. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LEAVITT, CHRISTENSEN & CO. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $4,992 | $2,132 | $2,860 | — | — |
| 2023 | $3,450 | — | $3,450 | — | — |
| 2022 | $3,720 | — | $3,720 | — | — |