Plan Snapshot
- Plan Sponsor: Jagoe Homes, INC.
- Sponsor EIN: 611072545
- Sponsor Address: 3624 WATHENS CROSSING, OWENSBORO, KY, 42304
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 114 | $6.4M | $260,723 | $408,951 |
| 2023 | 110 | $5.5M | $265,718 | $428,865 |
| 2022 | 132 | $4.7M | $378,970 | $477,279 |
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 |
|---|---|---|---|---|
| THE RINEY HANCOCK | Auditor | — | — | $0 |
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 | $5,301 | — | — | — | — |
| 2023 | $5,269 | — | — | — | — |
| 2022 | $5,765 | — | — | — | $5,765 |