Plan Ledger DOL Form 5500 · updated monthly

Corey Barton Homes, Inc.401(k)

CBH HOMES 401(K) PLAN · MERIDIAN, ID · plan year 2024

Reported admin expense ratio · 2024
0.06%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Corey Barton Homes, Inc. reported $4,992 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,025 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.057%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Idaho (183rd of 349), and 3,198th of 5,337 in construction. In 2024, employees put in $1.76 for every $1.00 the employer contributed; active participation has grown from 158 to 215 since 2022.

Plan summary
Net assets, end of year$9,310,524
Participants with balances150
Active participants215
Employer contributions$435,460
Employee contributions$765,452
Employer contribution per active participant$2,025
Average account balance$62,070
Benefits paid to participants$1,091,178
Plan auditUnmodified (clean) audit opinion
AuditorLEAVITT, CHRISTENSEN & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 150 accts · $435K emplr
2023$8.1M · 148 accts · $421K emplr
2022$6.2M · 142 accts · $393K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,860
Investment management$2,132
Total administrative$4,992
The Corey Barton Homes, Inc. 401(k) match · 2024
Employer contribution per active participant$2,025
Median for plans this size$1,313
2024$2,025 per active participant
2023$2,507 per active participant
2022$2,486 per active participant

Corey Barton Homes, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
PINNACLE PENSION SERVICES · Other services$2,163

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$4,992 · 0.06%
2023$3,450 · 0.05%
2022$3,720 · 0.06%
Similar plansConstruction · Idaho
Hansen-Rice Inc. ID$14.5M · 0.01%
Aci Northwest, Inc. ID$8.4M · 0.59%
Granite Excavation Inc. ID$6.2M · 1.25%
Upson Company ID$5.2M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820485163 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.