Back to filter
Original filing (PDF)20250512094003NAL0012570755001
VIA VITAE DEVELOPMENT, LLC DBA JAMES MONROE HOMES
Form 5500-SF
FILING_RECEIVED
VIA VITAE DEVELOPMENT 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
14
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIA VITAE DEVELOPMENT, LLC DBA JAMES MONROE HOMES.
Plan sponsor
Name
VIA VITAE DEVELOPMENT, LLC DBA JAMES MONROE HOMES
EIN
06-1768559
Address
2250 THUNDERSTICK DRIVE, SUITE 1206 · LEXINGTON, KY · 40505
Phone
(859) 629-2962
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
STONECREST BUILDERS, INC.
STONECREST BUILDERS, INC. CASH BALANCE PLAN
$1.3M · 5 participants
BRANSON BUILDERS AND CONTRACTORS
BRANSON BUILDERS AND CONTRACTORS 401K PLAN
$1.3M · 8 participants
ROMANO LIMITED
ROMANO LIMITED 401(K) PLAN
$1.3M · 6 participants
LINDEN-MARSHALL CONTRACTING, INC.
LINDEN-MARSHALL CONTRACTING, INC. PROFIT SHARING PLAN
$1.3M · 10 participants
COLONIAL BUILDERS LLC
COLONIAL BUILDERS LLC 401(K) PROFIT SHARING PLAN
$1.3M · 5 participants
BENTON HOMEBUILDERS, INC.
BENTON HOMEBUILDERS, INC. 401(K) PLAN
$1.3M · 8 participants
Large plans in Kentucky
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH 401(K) RETIREMENT SAVINGS PLAN
$8.8B · 91,977 participants
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
$7.7B · 42,968 participants
COMMONSPIRIT HEALTH
COMMONSPIRIT HEALTH ERISA 403(B) PLAN
$2.9B · 28,491 participants
UNITED PARCEL SERVICE COMPANY
UPS/IPA DEFINED CONTRIBUTION MONEY PURCHASE PENSION PLAN
$2.5B · 1,993 participants
HOUCHENS INDUSTRIES, INC.
HOUCHENS INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$2.3B · 7,785 participants
NORTON HEALTHCARE, INC.
NORTON HEALTHCARE 403(B) RETIREMENT SAVINGS PLAN
$2.3B · 22,952 participants