Retirement plan

BLDR HOLDINGS, LLC 401(K) PROFIT SHARING PLAN

Name: BLDR HOLDINGS, LLC - BLDR HOLDINGS, LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: BLDR HOLDINGS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLDR HOLDINGS, LLC 401(K) PROFIT SHARING PLAN, BLDR HOLDINGS, LLC

BLDR HOLDINGS, LLCEIN 47-2600592Plan #001PY 2024

6205 PINE MOUNTAIN ROAD - KENNESAW, GA 30152678-324-8203

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$3.2M

+27.6% from 2023

Total participants

-3.6% from 2023

Average account balance

$95,154

+16.3% from 2023

Annual return

13.88%

-4.08 pp from 2023

Benchmarks

See 18,536 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort18,536 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.42M

Not enough data

1 years with asset history on file

Average account balance

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

$149K

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.

92.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$303K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22591

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 codes2E2F2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$95,154

$81,476+16.8%

$102,383-7.1%

$80,925+17.6%

Participation rate

53.7%

66.8%-13.2pp

74.5%-20.9pp

67.7%-14.0pp

Annual return

13.88%

25.59%-11.7pp

24.94%-11.1pp

35.65%-21.8pp

Employer contribution / active EE

$2,971

$3,105-4.3%

$3,870-23.2%

$2,756+7.8%

Participant deferral / active EE

$5,514

$3,871+42.4%

$5,060+9.0%

$4,299+28.3%

Admin fee / account holder

$6,717-100.0%

$8,391-100.0%

$6,940-100.0%

BLDR HOLDINGS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

BLDR HOLDINGS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion