Retirement plan

CBH HOMES 401(K) PLAN

Name: COREY BARTON HOMES, INC. - CBH HOMES 401(K) PLAN (2024) Form 5500
Creator: COREY BARTON HOMES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CBH HOMES 401(K) PLAN, COREY BARTON HOMES, INC.

COREY BARTON HOMES, INC.EIN 82-0485163Plan #001PY 2024

1977 E OVERLAND RD - MERIDIAN, ID 83642208-288-5560coreybartonhomes.comLinkedIn11-50 employeesmarketing and advertising

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$9.3M

+14.8% from 2023

Total participants

243

+20.9% from 2023

Average account balance

$62,130

+13.3% from 2023

Annual return

13.44%

-7.04 pp from 2023

Benchmarks

See 3,446 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort3,446 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.32M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

150

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.

56.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.44%

Not enough data

1 years with return on file

Admin fee / account holder

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

$33

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 2 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 49	Other Services	$3,619
PINNACLE PENSION SERVICES3 years Service code 49 · EIN 82-0433443 3101 W MAIN ST., STE. 100 · BOISE, ID 83702	Other Services	$2,163

Plan features & details

Pension benefit codes2E2F2J2K2T3D3H

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.
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.
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.

Expense breakdown

Schedule H Part II

Admin total

$5K

$23 / participant

Investment mgmt$2K42.7%
Contract admin$3K57.3%

% of EOY assets

0.054%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: LEAVITT, CHRISTENSEN & CO.
Auditor EIN: 820398216
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$62,130

$80,748-23.1%

$102,383-39.3%

$74,429-16.5%

Participation rate

56.7%

65.7%-8.9pp

74.5%-17.8pp

67.2%-10.5pp

Annual return

13.44%

27.57%-14.1pp

24.94%-11.5pp

1368.38%-1354.9pp

Employer contribution / active EE

$2,025

$3,159-35.9%

$3,870-47.7%

$2,625-22.8%

Participant deferral / active EE

$3,560

$3,861-7.8%

$5,060-29.6%

$4,348-18.1%

Admin fee / account holder

$33

$2,371-98.6%

$8,391-99.6%

$1,944-98.3%

Provider

Service type

Compensation

AMERICAN FUNDS3 years

Filed as: CAPITAL GROUP RETIREMENT PLAN SERV

Service code 49

Other Services

$3,619

PINNACLE PENSION SERVICES3 years

Service code 49 · EIN 82-0433443

3101 W MAIN ST., STE. 100 · BOISE, ID 83702

Other Services

$2,163

CBH HOMES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CBH HOMES 401(K) 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