Plan Snapshot
- Plan Sponsor: View Homes Incorporated
- Sponsor EIN: 814180101
- Sponsor Address: 555 MIDDLE CREEK PKWY, COLORADO SPRINGS, CO, 809213622
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $12.2M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 173 | $12.2M | $510,754 | $1.1M |
| 2023 | 214 | $10.5M | $468,558 | $949,154 |
| 2022 | 216 | $9.4M | $550,463 | $1.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $42,135 | — | $42,135 |
| PENSIONMARK FINANCIAL GROUP, LLC | INVESTMENT ADVISORY | — | $21,766 | $21,766 |
| STOCKMAN, KAST, RYAN AND CO., LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STOCKMAN, KAST, RYAN AND CO., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $63,901
- Estimated Expense Ratio: 0.526% 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 | $42,136 | — | $42,136 | — | — |
| 2023 | $35,487 | — | $35,487 | — | — |
| 2022 | $35,875 | — | $35,875 | — | — |