# View Homes Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/view-homes-incorporated-401k-plan

> View Homes Incorporated's 401(k) plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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