Michelle O'NEAL signed Dream Finders Homes, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dream Finders Homes, LLC's EIN is 27-0528991.
Download the official 2024 Form 5500 (PDF) for Dream Finders Homes, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dream Finders Homes, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $123K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $13.8M | 14.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $12.0M | 12.2% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $11.4M | 11.6% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $10.3M | 10.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $6.3M | 6.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $6.2M | 6.3% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $6.1M | 6.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $4.0M | 4.1% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $3.9M | 4.0% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $2.8M | 2.9% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.3M | 2.4% | |
| TRP SCI AND TECH ADVISOR | Registered Investment Companies | — | — | $2.3M | 2.3% | |
| FIDELITY CONTRAFUND | Registered Investment Companies | — | — | $2.2M | 2.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $1.7M | 1.7% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $1.4M | 1.4% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 1.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $1.0M | 1.0% | |
| VAN TOTAL WLD STOCK IDX- ADMIR | Registered Investment Companies | — | — | $834K | 0.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $810K | 0.8% | |
| AMERICAN FUNDS AMERICAN BAL R1 | Registered Investment Companies | — | — | $627K | 0.6% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $604K | 0.6% | |
| INVESTMENTS DREAM FINDERS COMPANY STOCK | OTHER | — | — | $569K | 0.6% | |
| JPM US GOVT MONEY MARKET INST | Registered Investment Companies | — | — | $528K | 0.5% | |
| NEW PERSPECTIVE FUND R1 | Registered Investment Companies | — | — | $419K | 0.4% | |
| AMF WASHINGTON MUTUAL INV R1 | Registered Investment Companies | — | — | $404K | 0.4% | |
| AMF THE INV CO OF AMERICAN R1 | Registered Investment Companies | — | — | $402K | 0.4% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $322K | 0.3% | |
| DFA INTL VALUE PORT INST | Registered Investment Companies | — | — | $314K | 0.3% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $277K | 0.3% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $250K | 0.3% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $249K | 0.3% | |
| C&S REAL EST SECURITIES R | Registered Investment Companies | — | — | $209K | 0.2% | |
| MFS MID CAP GROWTH FUND R3 | Registered Investment Companies | — | — | $190K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $183K | 0.2% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $182K | 0.2% | |
| FIDELITY ADVISOR TOTAL BOND I | Registered Investment Companies | — | — | $165K | 0.2% | |
| AB HIGH INCOME A | Registered Investment Companies | — | — | $89K | <0.1% | |
| AMERICAN FUNDS CAP WLD BOND R6 | Registered Investment Companies | — | — | $76K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-1451524 |
| — |
| CONSULTANT |
| $65K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BKD, LLP | 44-0160260 | — | ACCOUNTANT | $44K | — |
| PIVOT CPAS | 20-0708248 | — | ACCOUNTANT | $13K | — |
