Home Builders Institute 403(b) match, vesting and fees
What Home Builders Institute's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen, LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Home Builders Institute: employer contribution per participant | — | |
| Peer median | $1,803 |
| Home Builders Institute: average balance | $20,284 | |
| Peer median | $48,934 |
| Home Builders Institute: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $4.8M at the end of plan year 2021 to $8.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 508 | $8.6M | — | — | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 502 | $7.3M | — | — | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 487 | $5.9M | — | — | 0.01% | Not published | Form 5500 ↗ |
| 2021 | 455 | $4.8M | $0 | $0 | <0.01% | Not published | Form 5500 ↗ |
Other Home Builders Institute plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Home Builders Institute Pension and Profit Sharing Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Home Builders Institute match 401(k) contributions?
The match terms for the Home Builders Institute 403(b) Plan have not been published from its filing yet.
When is the Home Builders Institute 401(k) match vested?
The vesting schedule for the Home Builders Institute 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Home Builders Institute 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Home Builders Institute.
I left Home Builders Institute. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Home Builders Institute, (202) 371-0600) or the recordkeeper, Fidelity Investments Institutional. The Home Builders Institute old 401(k) page lists the contacts from every plan filing. Find an old Home Builders Institute 401(k)
Data from the public Form 5500 annual reports Home Builders Institute filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Home Builders Institute. Not financial advice. Report a correction · Methodology