Plan Snapshot
- Plan Sponsor: Dream Finders Homes, LLC
- Sponsor EIN: 270528991
- Sponsor Address: 14701 PHILIPS HIGHWAY, SUITE 300, JACKSONVILLE, FL, 32256
- Plan Type: 401(k)
- Total Participants: 1,573
- Total Assets: $98.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,573 | $98.2M | $6.7M | $12.4M |
| 2023 | 1,015 | $69.4M | $3.4M | $8.3M |
| 2022 | 1,036 | $60.2M | $3.2M | $7.3M |
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 |
|---|---|---|---|---|
| ENNIS, PELLUM, & ASSOCIATES, CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ENNIS, PELLUM, & ASSOCIATES, CPA — 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 | $285,744 | $64,919 | — | — | — |
| 2023 | $205,125 | — | — | — | — |
| 2022 | $158,119 | $31,977 | $112,232 | — | $13,910 |