Plan Ledger DOL Form 5500 · updated monthly

Current Home Inc.401(k)

CURRENT HOME 401(K) PLAN · HEMET, CA · plan year 2024

Reported admin expense ratio · 2024
11.99%

Current Home Inc. reported $17,311 in plan administrative expenses for 2024: 11.99% of average plan assets, higher than ~90% of peers. 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (9,233rd of 9,483), and 5,286th of 5,337 in construction.

Plan summary
Net assets, end of year$237,810
Participants with balances161
Active participants152
Employer contributions—
Employee contributions$228,241
Employer contribution per active participant—
Average account balance$1,477
Benefits paid to participants$37,668
Plan auditUnmodified (clean) audit opinion
AuditorMATTHEW LEMAS CPA AND ASSOCIATES
Plan history2
Yearassets · accounts · employer contribution
2024$238K · 161 accts
2022$7K · 10 accts
Administrative expenses, itemized · 2024
Investment management$17,311
Total administrative$17,311
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.

Administrative cost history2
2024$17,311 · 11.99%
2022Not separately reported
Similar plansConstruction · California
Solar Optimum CA$455K · 0.75%
Sdg Enterprises CA$275K · 0.92%
Mwg Holdings Group Inc. CA$207K · 0.19%
Production Framing, Inc. CA$205K · 4.35%
D.H. Smith Company, Inc. CA$204K · 0.55%
Statewide Roofing, Inc. CA$181K · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830752169 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.