# Perry Homes, LLC 401(k) Plan
Source: https://planprovider.pro/companies/perry-homes-llc-401k-plan

> Perry Homes, LLC's 401(k) plan: 1,570 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Perry Homes, LLC

- **Sponsor EIN:** 760276305

- **Sponsor Address:** 3200 SOUTHWEST FREEWAY SUITE 2800, HOUSTON, TX, 77027

- **Plan Type:** 401(k)

- **Total Participants:** 1,570

- **Total Assets:** $107.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,570|$107.9M|$4.0M|$11.5M|

| 2023|1,410|$90.3M|$3.5M|$10.2M|

| 2022|1,278|$71.3M|$3.4M|$9.9M|

## 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|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$78,165|—|$78,165|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$60,212|—|$60,212|

| NFP RETIREMENT INC|INVESTMENT ADVISOR|$17,985|—|$17,985|

| WEAVER & TIDWELL, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEAVER & TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $156,362

- **Estimated Expense Ratio:** 0.145% 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|

| 2024|$165,506|—|—|—|—|

| 2023|$121,816|—|—|—|—|

| 2022|$95,713|—|—|—|$95,713|

## Similar Plans

- [Weekley Homes LLC](https://planprovider.pro/companies/weekley-homes-401k-plan) — 1,679 participants

- [Dwh Stock Plan, INC.](https://planprovider.pro/companies/dwh-stock-plan-inc-plan) — 1,236 participants

- [Flooring Services, LLC](https://planprovider.pro/companies/flooring-services-llc-401k-plan) — 1,135 participants

- [Hhs Human Capital, INC.](https://planprovider.pro/companies/hhs-human-capital-inc-401k-plan) — 1,120 participants

- [Highland Homes Holdings, INC.](https://planprovider.pro/companies/highland-homes-holdings-inc-plan) — 859 participants

- [American Subcontractors Association North Texas Chapter](https://planprovider.pro/companies/american-subcontractors-association-north-texas-chapter-401k-plan) — 850 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/perry-homes-llc-401k-plan)

© 2026 PlanProvider.Pro