How big is Jagoe Homes, Inc.'s plan?

Jagoe Homes, Inc.'s plan reported $6.4M in assets and 114 participants for 2024.

Original filing (PDF)20251010095743NAL0007472993001

Jagoe Homes, Inc.

Name: Jagoe Homes, Inc. — Jagoe Homes, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Jagoe Homes, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Jagoe Homes, Inc. 401(k) Plan

401(k) retirement plan · Jagoe Homes, Inc.'s Jagoe Homes, Inc. 401(k) Plan held $6.4M in plan assets for 114 participants in 2024.

Signals · 1

12% employer stock

Active participants

114

Accounts w/ balance

152

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

People on this filing

Scott Jagoe signed Jagoe Homes, Inc.'s 2024 Form 5500 as plan administrator.

Scott Jagoe — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jagoe Homes, Inc.'s EIN is 61-1072545.

EIN 61-1072545

Plan number 001

Plan year 2024

ACK ID 20251010095743NAL0007472993001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jagoe Homes, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jagoe Homes, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

JAGOE HOMES, INC.

EIN

all filings

Address

3624 WATHENS CROSSING · P.O. BOX 23019 · OWENSBORO, KY · 42304

Phone

(270) 684-0639

Industry

Construction

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

THE RINEY HANCOCK

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

35 direct securities· $6.1M(96% of reported assets)

Mutual Funds

$3.9M

24 holdings

Other securities

$988K

3 holdings

Common Stocks

$733K

3 holdings

Common Collective Trusts

$336K

4 holdings

U.S. Treasuries

$161K

1 holding

					% of plan
AB Large Cap Growth Fund Z	Other securities	—	—	$835K	13.1%
The Vanguard Group, Inc. Vanguard Life Strategy Growth Fund	Mutual Funds	—	—	$724K	11.4%
The Vanguard Group, Inc. Vanguard Target Retirement Fund 2045	Mutual Funds	—	—	$616K	9.7%
The Vanguard Group, Inc. Vanguard Target Retirement Fund 2055	Mutual Funds	—	—	$416K	6.6%
The Vanguard Group, Inc. Vanguard Equity Income Admiral	Mutual Funds	—	—	$365K	5.7%
T Rowe Price T Rowe Price Equity Inc	Mutual Funds	—	—	$349K	5.5%
Federated Hermes, Inc. Federated Hermes Government Obligation Fund	Common Stocks	—	—	$270K	4.2%
The Vanguard Group, Inc. Vanguard Target Retirement Fund 2035	Mutual Funds	—	—	$264K	4.2%
Principal Financial Group Principal Mid-Cap Blend Instl Fund	Common Stocks	—	—	$233K	3.7%
Federated Hermes, Inc. Federated Hermes Institutional High Yield Bond Fund	Common Stocks	—	—	$230K	3.6%
The Vanguard Group, Inc. Vanguard Small Cap Growth Index Admiral	Mutual Funds	—	—	$186K	2.9%
The Vanguard Group, Inc. Vanguard 500 Index Admiral	Common Collective Trusts	—	—	$185K	2.9%
Federated Hermes, Inc. Federated Hermes Total Return Govt Bond Fund	U.S. Treasuries	—	—	$161K	2.5%
The Vanguard Group, Inc. Vanguard Life Strategy Mod Growth Fund	Mutual Funds	—	—	$148K	2.3%
Dimensional Fund Advisors DFA International Core Equity Portfolio	Mutual Funds	—	—	$148K	2.3%
Dimensional Fund Advisors DFA Emerging Markets Core Equity Portfolio	Mutual Funds	—	—	$140K	2.2%
receivable at various dates through December 2028	Other securities	—	—	$123K	1.9%
Fidelity Investments Fidelity Advisor Corporate Bond Fund	Mutual Funds	—	—	$106K	1.7%
Federated Hermes, Inc. Federated Hermes Mid Cap Index Fund	Common Collective Trusts	—	—	$100K	1.6%
The Vanguard Group, Inc. Vanguard Target Retirement Fund 2060	Mutual Funds	—	—	$72K	1.1%
The Vanguard Group, Inc. Vanguard Target Retirement Fund 2040	Mutual Funds	—	—	$62K	1.0%
The Vanguard Group, Inc. Vanguard REIT Index Admiral	Mutual Funds	—	—	$54K	0.9%
The Vanguard Group, Inc. Vanguard Target Retirement Fund 2030	Mutual Funds	—	—	$49K	0.8%
The Vanguard Group, Inc. Vanguard Fixed Inc Inflation Admiral Fund	Mutual Funds	—	—	$47K	0.7%
The Vanguard Group, Inc. Vanguard Target Retirement Fund 2065	Mutual Funds	—	—	$37K	0.6%
Delaware Funds Macquarie Small Cap Core Fund	Other securities	—	—	$30K	0.5%
The Vanguard Group, Inc. Vanguard Small Cap Index Fund Admiral	Common Collective Trusts	—	—	$26K	0.4%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$25K	0.4%
The Vanguard Group, Inc. Vanguard Target Retirement Fund 2025	Mutual Funds	—	—	$22K	0.4%
The Vanguard Group, Inc. Vanguard Target Retirement Fund 2050	Mutual Funds	—	—	$18K	0.3%
The Vanguard Group, Inc. Vanguard Interm Term Inv Grade Adm Fd	Mutual Funds	—	—	$18K	0.3%
The Vanguard Group, Inc. Vanguard Life Strategy Conserv Growth	Mutual Funds	—	—	$8K	0.1%
Dimensional Fund Advisors DFA Targeted Credit Portfolio	Mutual Funds	—	—	$5K	<0.1%
The Vanguard Group, Inc. Vanguard Target Retirement Fund 2020	Mutual Funds	—	—	$3K	<0.1%
The Vanguard Group, Inc. Vanguard Life Strategy Income Fund	Mutual Funds	—	—	$2K	<0.1%