Plan Ledger DOL Form 5500 · updated monthly

Holiday Builders, Inc.ESOP

HOLIDAY BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST · MELBOURNE, FL · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Holiday Builders, Inc. reported $510 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,385 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 2 years on file its reported administrative ratio rose from 0.000% to 0.000%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 177th-largest of 3,644 plans among Florida employers on file, and the 336th of 5,337 in construction. active participation has shrunk from 179 to 161 since 2022.

Plan summary
Net assets, end of year$205,352,231
Participants with balances210
Active participants161
Employer contributions$1,028,000
Employee contributions—
Employer contribution per active participant$6,385
Average account balance$977,868
Benefits paid to participants$14,178,059
Plan auditUnmodified (clean) audit opinion
AuditorBERMAN HOPKINS WRIGHT & LAHAM
Plan history3
Yearassets · accounts · employer contribution
2024$205.4M · 210 accts · $1.0M emplr
2023$198.9M · 243 accts · $4.5M emplr
2022$122.3M · 229 accts · $5.6M emplr
Employer contributions to the Holiday Builders, Inc. plan · 2024
Employer contribution per active participant$6,385
Median for plans this size$3,635
2024$6,385 per active participant
2023$26,880 per active participant
2022$31,302 per active participant

Holiday Builders, Inc.'s 2024 employer contribution ran above the $3,635 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.

Administrative cost history3
2024$510 · 0.00%
2023$510 · 0.00%
2022$220 · 0.00%
All plans at this employer2
HOLIDAY BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP
HOLIDAY BUILDERS, INC. 401(K) PLAN AND TRUST401(k)
Same employer
Similar plansConstruction · Florida
Topbuild Corp. FL$694.7M · 0.17%
Avi-Spl LLC FL$249.4M
The Haskell Company FL$247.5M · 0.15%
Moss & Associates, LLC FL$191.2M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592326805 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.