Dream Finders Homes 401(k) Plan
Sponsored by Dream Finders Homes, Llc · EIN 270528991 · Plan #001
- Total assets
- $98.2M
- Net assets
- $98.2M
- Active participants
- 1,573
- With balances
- 1,838
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $123,100 |
| Resources Investment Advisors, Inc. | Recordkeeping, Consulting (pension), Direct payment from the plan | $64,919 |
| Bkd, Llp | Recordkeeping, Consulting (pension), Direct payment from the plan | $44,100 |
| Pivot Cpas | Recordkeeping, Consulting (pension), Direct payment from the plan | $13,400 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |