How big is James David Custom Homes' plan?

James David Custom Homes' plan reported $1.0M in assets and 5 participants for 2024.

Original filing (PDF)20251001132248NAL0031704594001

James David Custom Homes

Name: James David Custom Homes — James David Custom Homes, Form 5500 (2024)
Creator: James David Custom Homes
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James David Custom Homes 401(k) Plan

401(k) retirement plan · James David Custom Homes' James David Custom Homes 401(k) Plan held $1.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

James David Custom Homes' EIN is 74-3118819.

EIN 74-3118819

Plan number 002

Plan year 2024

ACK ID 20251001132248NAL0031704594001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James David Custom Homes from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James David Custom Homes' plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES DAVID CUSTOM HOMES.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

JAMES DAVID CUSTOM HOMES

EIN

all filings

Address

15375 BARRANCA PARKWAY SUITE G-102 · IRVINE, CA · 92618

Phone

(888) 847-0823

Industry

Construction

Plan administrator