# Jagoe Homes, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jagoe-homes-inc-401k-plan

> Jagoe Homes, INC.'s 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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