Plan Ledger DOL Form 5500 · updated monthly

Mattamy Homes Corporation401(k)

MATTAMY HOMES CORPORATION RETIREMENT PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Mattamy Homes Corporation reported $187,289 in plan administrative expenses for 2024: 0.37% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,844 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 fell from 0.43% to 0.37%. 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 495th-largest of 3,644 plans among Florida employers on file, and the 956th of 5,337 in construction. In 2024, employees put in $3.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$56,454,390
Participants with balances986
Active participants804
Employer contributions$2,286,608
Employee contributions$7,129,658
Employer contribution per active participant$2,844
Average account balance$57,256
Benefits paid to participants$5,642,506
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$56.5M · 986 accts · $2.3M emplr
2023$45.1M · 939 accts · $2.2M emplr
2022$34.6M · 941 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$127,687
Investment management$59,602
Total administrative$187,289
The Mattamy Homes Corporation 401(k) match · 2024
Employer contribution per active participant$2,844
Median for plans this size$3,635
2024$2,844 per active participant
2023$2,793 per active participant
2022$2,307 per active participant

Mattamy Homes Corporation's 2024 employer contribution ran below 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.

Service providers · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$127,687
BANK OF AMERICA NA · Investment advisory (plan)$59,602

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$187,289 · 0.37%
2023$160,136 · 0.40%
2022$150,395 · 0.43%
Same employer
Similar plansConstruction · Florida
Finfrock Holdings, Inc. FL$58.9M · 0.03%
The de Moya Group, Inc. FL$44.4M · 0.22%
Anderson Columbia Co., Inc. FL$44.3M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200629471 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.