Plan Ledger DOL Form 5500 · updated monthly

Pultegroup, Inc.401(k)

PULTEGROUP, INC. 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Pultegroup, Inc. reported $566,687 in plan administrative expenses for 2024: 0.05% of average plan assets, above the peer median. Employer contributions averaged $4,490 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 0.08% to 0.05%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other construction employers. By assets it is the 34th-largest of 2,160 plans among Georgia employers on file, and the 46th of 5,337 in construction. In 2024, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,271,724,767
Participants with balances11,110
Active participants6,941
Employer contributions$31,163,183
Employee contributions$67,662,163
Employer contribution per active participant$4,490
Average account balance$114,467
Benefits paid to participants$98,010,743
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.3B · 11,110 accts · $31.2M emplr
2023$1.1B · 10,582 accts · $27.8M emplr
2022$897.5M · 10,625 accts · $27.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$306,068
Investment management$260,619
Total administrative$566,687
The Pultegroup, Inc. 401(k) match · 2024
Employer contribution per active participant$4,490
Median for plans this size$5,259
2024$4,490 per active participant
2023$4,277 per active participant
2022$4,130 per active participant

Pultegroup, Inc.'s 2024 employer contribution ran below the $5,259 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
FIDELITY INV. INST. OPS. CO., INC. · Loan processing$306,068
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$260,619

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$566,687 · 0.05%
2023$558,688 · 0.06%
2022$822,927 · 0.08%
Same employer
Similar plansConstruction · Georgia

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Source: U.S. Department of Labor, Form 5500 series, EIN 382766606 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.