Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › United Homes Group
United Homes Group 401(k)
- UHG Nasdaq
- Construction
- Chapin, SC
- EIN 85-3460766
- 1 plan with Schedule H financials
- Plan year 2024
- United Homes Group, Inc.
Administrative expenses excluding investment management, per participant · United Homes Group 401(k) Plan · plan year 2024
$22.82
Higher than 17% of the 14,713 plans $1 to 10M that report it.
Source
= $3,537 / 155
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013135848NAL0000683491001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013135848NAL0000683491001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans $1 to 10M 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 2025-10-13.
Cost and contributions
Administrative expenses per participant
$22.82
Higher than 11% of the 15,210 plans $1 to 10M that report it.
Source
= $3,537 / 155
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013135848NAL0000683491001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013135848NAL0000683491001, received 2025-10-13
Administrative expenses as a share of assets
0.058%
Higher than 8% of the 15,243 plans $1 to 10M that report it.
Source
= $3,537 / $6,113,859
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013135848NAL0000683491001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013135848NAL0000683491001, received 2025-10-13
Employer contributions per participant
$2,516
Higher than 85% of the 13,342 plans $1 to 10M that report it.
Source
= $389,980 / 155
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013135848NAL0000683491001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013135848NAL0000683491001, received 2025-10-13
Employer share of total contributions
30.3%
Higher than 55% of the 13,370 plans $1 to 10M that report it.
Source
= $389,980 / $1,287,960
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013135848NAL0000683491001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013135848NAL0000683491001, received 2025-10-13
Plan terms, as stated in United Homes Group, Inc.'s SEC filings
Employer match
“The plan provides that the Company will match up to the first 3% of the participant’s base salary rate at 100% and 50% of the next 2% for a maximum contribution of 4%.”
Form 10-K filed 2026-03-13, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Vesting
“In addition, participants become 100% vested with respect to employer contributions after completing six years of service.”
Form 10-K filed 2026-03-13, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
Plan features
2E profit-sharing · 3D IRS pre-approved plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2F ERISA 404(c) plan · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013135848NAL0000683491001, received 2025-10-13
Full record, United Homes Group 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | UNITED HOMES GROUP, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Plan name | UNITED HOMES GROUP 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Sponsor EIN / plan number | 85-3460766 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Sponsor location | CHAPIN, SC | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Industry (business code) | 236110, Construction | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Participants, beginning of year | 272 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Active participants | 192 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Participants, end of year | 232 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Participants with an account balance | 155 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Total assets, beginning of year | $3,376,265 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Total assets, end of year | $6,113,859 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Net assets, end of year | $6,113,859 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Total income | $1,814,691 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Net income | $1,444,301 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Employer contributions | $389,980 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Participant contributions | $864,455 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $33,525 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Total contributions | $1,287,960 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Benefit payments | $366,853 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $370,390 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Total administrative expenses | $3,537 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Contract administrator fees | $3,537 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Administrative expenses excluding investment management | $3,537 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Held in mutual funds | $6,068,843 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013135848NAL0000683491001, received 2025-10-13 |
| Independent auditor | BARB & COMPANY, PA | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013135848NAL0000683491001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013135848NAL0000683491001, received 2025-10-13.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| ASCENSUS LLCrecordkeeper | NONE | 37 Participant loan processing; 99 Other fees; 64 Recordkeeping fees; 15 Recordkeeping and information management; 60 Sub-transfer agency fees; 50 Direct payment from the plan | $3,537 | 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 20251013135848NAL0000683491001, received 2025-10-13.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $3,376,265 | $6,113,859 | 81.1% |
| Participants with a balance | 135 | 155 | 14.8% |
| Administrative expenses | $1,275 | $3,537 | 177.4% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $292,948 | $389,980 | 33.1% |
Prior filing 20240903145727NAL0009249299001, received 2024-09-03; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: UNITED HOMES GROUP, INC.; SEC registrant: United Homes Group, Inc. (CIK 1830188, matched by EIN; display name from the Form 10-K cover).