Retirement plan

TOPBUILD CORP. 401(K) PLAN

Name: TOPBUILD CORP. - TOPBUILD CORP. 401(K) PLAN (2020) Form 5500
Creator: TOPBUILD CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOPBUILD CORP. 401(K) PLAN, TOPBUILD CORP.

TOPBUILD CORP.EIN 47-3096382Plan #001PY 2020

475 NORTH WILLIAMSON BLVD - DAYTONA BEACH, FL 32114386-763-7290topbuild.comLinkedIn10001+ employeesconstruction

Prospect flagsLow employer contributionCorrective distributions

Top hat statement on fileNQDC

Filed May 13, 2016 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

260 Jimmy Ann Dr

Daytona Beach State: FL Zip Code: 32114

Email— Sign in and upgrade to view Phone— Sign in and upgrade to view

Plans declared (1)

TopBuild Executive Severance Plan5 emp

Open the filing PDF

How to read this page

Total assets (EOY)

$390.4M

-4.7% from 2016

Total participants

13,936

+0.1% from 2016

Average account balance

$30,387

-0.1% from 2016

Annual return

17.48%

-7.42 pp from 2016

Benchmarks

See 74 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants5,000-9,999

Cohort74 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$608.33M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

18,262

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.

90.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68.31M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.67%

Not enough data

1 years with return on file

Admin fee / account holder

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

$54

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 10 · EIN 22-1146430	Accounting	$83,946
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$64,102
FIDELITY INVESTMENTS INSTITUTIONAL6+ years Service code 37 · EIN 04-2647786	Loan Processing	-$243,961

Plan features & details

Pension benefit codes2F2G2H2J2K2R2T

Plan features

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$197K

$21 / participant

Investment mgmt$64K32.5%
Other / not subdivided$133K67.5%

% of EOY assets

0.051%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FRAZIER & DEETER
Auditor EIN: 581433845
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,387

$73,497-58.7%

$101,275-70.0%

$93,223-67.4%

Participation rate

88.4%

84.5%+3.9pp

75.8%+12.6pp

74.9%+13.5pp

Annual return

17.48%

11.66%+5.8pp

46.46%-29.0pp

19.29%-1.8pp

Employer contribution / active EE

$1,084

$3,600-69.9%

$3,660-70.4%

$2,680-59.6%

Participant deferral / active EE

$2,878

$3,303-12.9%

$4,370-34.1%

$4,563-36.9%

Admin fee / account holder

$15

$121-87.3%

$5,948-99.7%

$79-80.6%

Provider

Service type

Compensation

PNC BANK, N.A.1 year

Filed as: PNC BANK

Service code 10 · EIN 22-1146430

Accounting

$83,946

STRATEGIC ADVISORS, INC.5 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$64,102

FIDELITY INVESTMENTS INSTITUTIONAL6+ years

Service code 37 · EIN 04-2647786

Loan Processing

-$243,961

TOPBUILD CORP. 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOPBUILD CORP. 401(K) PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

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