Plan Snapshot
- Plan Sponsor: Beazer Homes Usa, INC.
- Sponsor EIN: 582086934
- Sponsor Address: 2002 SUMMIT BLVD NE, 15TH FLOOR, ATLANTA, GA, 30319
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2,006
- Total Assets: $188.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 2,006 | $188.4M | $0 | $0 |
| 2024 | 1,184 | $174.6M | $2.7M | $11.3M |
| 2023 | 1,060 | $159.3M | $2.6M | $10.6M |
| 2022 | 1,104 | $136.0M | $3.2M | $11.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $130,920 | — | $130,920 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $66,520 | — | $66,520 |
| NFP RETIREMENT, INC | Other Service Provider | $35,000 | — | $35,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $232,440
- Estimated Expense Ratio: 0.123% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $28,250,054 | $66,520 | $3,300 | — | — |
| 2024 | $217,235 | $65,046 | — | — | — |
| 2023 | $193,696 | $57,081 | $300 | — | — |
| 2022 | $249,929 | $61,857 | — | — | — |