# Jefferson Homebuilders, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jefferson-homebuilders-inc-401k-plan

> Jefferson Homebuilders, INC.'s 401(k) plan: 457 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Jefferson Homebuilders, INC.

- **Sponsor EIN:** 540921816

- **Sponsor Address:** P.O. BOX 1148, CULPEPER, VA, 22701

- **Plan Type:** 401(k)

- **Total Participants:** 457

- **Total Assets:** $52.8M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|457|$52.8M|$0|$0|

| 2023|434|$40.2M|$0|$0|

## 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|

| HANTZMON WIEBEL, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HANTZMON WIEBEL, LLP](https://planprovider.pro/provider/hantzmon-wiebel-llp) — 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|$186,061|—|$186,061|—|—|

| 2023|$151,426|—|$148,949|—|$2,477|

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