Plan Snapshot
- Plan Sponsor: United Built Homes, LLC
- Sponsor EIN: 720506617
- Sponsor Address: 8500 LINE AVENUE, SHREVEPORT, LA, 71106
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $27.1M
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 | 145 | $27.1M | $597,348 | $914,512 |
| 2023 | 163 | $24.5M | $815,298 | $884,652 |
| 2022 | 137 | $21.6M | $834,226 | $894,918 |
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 |
|---|---|---|---|---|
| HEARD, MCELROY & VESTAL | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $76,034 | $50,057 | — | — | — |
| 2023 | $63,792 | $44,602 | — | — | — |
| 2022 | $67,105 | — | $67,105 | — | — |