# Corey Barton Homes, INC. 401(k) Plan
Source: https://planprovider.pro/companies/corey-barton-homes-inc-401k-plan

> Corey Barton Homes, INC.'s 401(k) plan: 215 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/leavitt-christensen-and-co-pllc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/corey-barton-homes-inc-401k-plan)

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