# Dream Finders Homes, LLC 401(k) Plan
Source: https://planprovider.pro/companies/dream-finders-homes-llc-401k-plan

> Dream Finders Homes, LLC's 401(k) plan: 1,573 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ADP, INC.|RECORD KEEPER|$123,100|—|$123,100|

| RESOURCES INVESTMENT ADVISORS, INC.|CONSULTANT|$64,919|—|$64,919|

| BKD, LLP|ACCOUNTANT|$44,100|—|$44,100|

| PIVOT CPAS|ACCOUNTANT|$13,400|—|$13,400|

| ENNIS, PELLUM, & ASSOCIATES, CPA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [RESOURCES INVESTMENT ADVISORS, INC.](https://planprovider.pro/provider/epic-retirement-plan-services) — CONSULTANT

- [BKD, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — ACCOUNTANT

- [PIVOT CPAS](https://planprovider.pro/provider/pivot-cpas) — ACCOUNTANT

- [ENNIS, PELLUM, & ASSOCIATES, CPA](https://planprovider.pro/provider/ennis-pellum-and-associates-pa) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $245,519

- **Estimated Expense Ratio:** 0.250% of plan assets

### 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|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dream-finders-homes-llc-401k-plan)

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