Employers › United-Bilt Homes
Recordkeeping fees per participant · United Built Homes 401(k) Profit Sharing Plan · plan year 2024
$145.94
Higher than 76% of the 14,075 plans $10 to 50M that report it.
= $25,977 / 178
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010153713NAL0012915440001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010153713NAL0012915440001, received 2025-10-10
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-10.
Administrative expenses excluding investment management, per participant
$145.94
Higher than 59% of the 24,371 plans $10 to 50M that report it.
= $25,977 / 178
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010153713NAL0012915440001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010153713NAL0012915440001, received 2025-10-10
Administrative expenses per participant
$427.16
Higher than 88% of the 25,098 plans $10 to 50M that report it.
= $76,034 / 178
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010153713NAL0012915440001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010153713NAL0012915440001, received 2025-10-10
Administrative expenses as a share of assets
0.281%
Higher than 49% of the 25,132 plans $10 to 50M that report it.
= $76,034 / $27,078,350
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010153713NAL0012915440001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010153713NAL0012915440001, received 2025-10-10
Employer contributions per participant
$3,356
Higher than 78% of the 24,050 plans $10 to 50M that report it.
= $597,348 / 178
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010153713NAL0012915440001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010153713NAL0012915440001, received 2025-10-10
Employer share of total contributions
39.5%
Higher than 84% of the 24,084 plans $10 to 50M that report it.
= $597,348 / $1,511,860
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010153713NAL0012915440001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010153713NAL0012915440001, received 2025-10-10
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010153713NAL0012915440001, received 2025-10-10
| Field | Value | Source |
|---|---|---|
| Plan sponsor | UNITED BUILT HOMES, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Plan name | UNITED BUILT HOMES 401(K) PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Sponsor EIN / plan number | 72-0506617 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Sponsor location | SHREVEPORT, LA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Industry (business code) | 236110, Construction | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Filing received | 2025-10-10 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Participants, beginning of year | 216 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Active participants | 145 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Participants, end of year | 182 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Participants with an account balance | 178 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Total assets, beginning of year | $24,488,389 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Total assets, end of year | $27,078,350 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Net assets, end of year | $27,078,350 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Total income | $4,639,983 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Net income | $2,589,961 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Employer contributions | $597,348 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Participant contributions | $914,512 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Other contributions (incl. rollovers) | $0 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Total contributions | $1,511,860 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Benefit payments | $1,973,988 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Total expenses (incl. benefit payments) | $2,050,022 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Total administrative expenses | $76,034 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Recordkeeping fees | $25,977 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Investment advisory and management fees | $50,057 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Administrative expenses excluding investment management | $25,977 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Held in mutual funds | $26,129,692 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010153713NAL0012915440001, received 2025-10-10 |
| Independent auditor | HEARD, MCELROY & VESTAL | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010153713NAL0012915440001, received 2025-10-10 |
Position = column in the DOL layout for form year 2024. Filing 20251010153713NAL0012915440001, received 2025-10-10.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| LPL FINANCIAL, LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $50,057 | no |
| CAPITAL GROUP RETIREMENT PLAN SVCS.recordkeeper | RECORDKEEPER | 64 Recordkeeping fees; 52 Investment management fees paid indirectly by plan; 60 Sub-transfer agency fees; 62 Float revenue; 25 Trustee (directed); 49 Other services; 72 Other investment fees and expenses; 37 Participant loan processing | $25,977 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251010153713NAL0012915440001, received 2025-10-10.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $24,488,389 | $27,078,350 | 10.6% |
| Participants with a balance | 193 | 178 | -7.8% |
| Administrative expenses | $63,792 | $76,034 | 19.2% |
| Recordkeeping fees per participant | $99.43 | $145.94 | 46.8% |
| Employer contributions | $815,298 | $597,348 | -26.7% |
Prior filing 20241001093413NAL0003869555001, received 2024-10-01; the plan years are contiguous.
Sponsor name as filed: UNITED BUILT HOMES, LLC; SEC registrant: United-Bilt Homes, L.L.C. (CIK 1519753, matched by EIN).