Kaerek Homes, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Kaerek Homes, INC.
  • Sponsor EIN: 043612403
  • Sponsor Address: 11600 W LINCOLN AVE, WEST ALLIS, WI, 53227
  • Plan Type: 401(k)
  • Total Participants: 32
  • Total Assets: $1.1M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202432$1.1M$106,902$137,652
202335$1.0M$56,582$165,763
202235$667,999$58,368$162,414

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