Retirement plan

BONNER & BUCHANAN CUSTOM HOMES, LLC 401(K) PROFIT SHARING PLAN

Name: BONNER & BUCHANAN CUSTOM HOMES, LLC - BONNER & BUCHANAN CUSTOM HOMES, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: BONNER & BUCHANAN CUSTOM HOMES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BONNER & BUCHANAN CUSTOM HOMES, LLC 401(K) PROFIT SHARING PLAN, BONNER & BUCHANAN CUSTOM HOMES, LLC

BONNER & BUCHANAN CUSTOM HOMES, LLCEIN 46-4716502Plan #001PY 2025

269 LAWRENCE STREET - MARIETTA, GA 30060770-423-0249

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$3.5M

+22.6% from 2024

Total participants

0.0% from 2024

Average account balance

$501,526

+22.6% from 2024

Annual return

16.03%

+2.55 pp from 2024

Benchmarks

See 17,684 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort17,684 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.51M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$502K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$188K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.03%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$181

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1K

$181 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.036%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$501,526

$134,817+272.0%

$123,973+304.5%

$155,188+223.2%

Participation rate

100.0%

79.4%+20.6pp

76.7%+23.3pp

80.8%+19.2pp

Annual return

16.03%

515.49%-499.5pp

388.13%-372.1pp

148.84%-132.8pp

Employer contribution / active EE

$20,046

$4,425+353.0%

$4,126+385.9%

$4,248+371.9%

Participant deferral / active EE

$6,803

$5,706+19.2%

$5,247+29.7%

$6,531+4.2%

Admin fee / account holder

$181

$13,245-98.6%

$11,799-98.5%

$14,480-98.8%

BONNER & BUCHANAN CUSTOM HOMES, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BONNER & BUCHANAN CUSTOM HOMES, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion