Plan Ledger DOL Form 5500 · updated monthly

United Built Homes, LLC401(k)

UNITED BUILT HOMES 401(K) PROFIT SHARING PLAN · SHREVEPORT, LA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

United Built Homes, LLC reported $76,034 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $4,120 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 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 201st-largest of 884 plans among Louisiana employers on file, and the 1,645th of 5,337 in construction. In 2024, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,078,350
Participants with balances178
Active participants145
Employer contributions$597,348
Employee contributions$914,512
Employer contribution per active participant$4,120
Average account balance$152,126
Benefits paid to participants$1,973,988
Plan auditUnmodified (clean) audit opinion
AuditorHEARD, MCELROY & VESTAL
Plan history3
Yearassets · accounts · employer contribution
2024$27.1M · 178 accts · $597K emplr
2023$24.5M · 193 accts · $815K emplr
2022$21.6M · 160 accts · $834K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,977
Investment management$50,057
Total administrative$76,034
The United Built Homes, LLC 401(k) match · 2024
Employer contribution per active participant$4,120
Median for plans this size$2,416
2024$4,120 per active participant
2023$5,002 per active participant
2022$6,089 per active participant

United Built Homes, LLC's 2024 employer contribution ran above the $2,416 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
LPL FINANCIAL, LLC · Investment advisory (plan)$50,057
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$25,977

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$76,034 · 0.29%
2023$63,792 · 0.28%
2022$67,105 · 0.28%
Same employer
Similar plansConstruction · Louisiana
Excel Contractors, LLC LA$53.6M · 0.26%
Stl Holding Company, LLC LA$26.3M · 0.37%
The Lemoine Company, LLC LA$26.1M · 0.13%
Nvi, LLC LA$21.2M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720506617 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.