United Homes Group 401(k) match, vesting and fees
What United Homes Group's 401(k) 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 | Ascensus LLC | Schedule C ↗ |
| Independent auditor | Barb & Company, PA (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,874 defined-contribution plans in construction with 100 to 499 participants.
| United Homes Group: employer contribution per participant | $2,516 | |
| Peer median | $2,411 |
| United Homes Group: average balance | $39,444 | |
| Peer median | $61,921 |
| United Homes Group: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.39% |
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 $3.4M at the end of plan year 2023 to $6.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 232 | $6.1M | $390K | $2,516 | 0.07% | Not published | Form 5500 ↗ |
| 2023 | 264 | $3.4M | $293K | $2,170 | 0.05% | Not published | 5500-SF ↗ |
Common questions
Does United Homes Group match 401(k) contributions?
The match terms for the United Homes Group 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $390K in employer contributions, about $2,516 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the United Homes Group 401(k) match vested?
The vesting schedule for the United Homes Group 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the United Homes Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ascensus LLC. The plan administrator is United Homes Group, Inc..
I left United Homes Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (United Homes Group, Inc., (803) 699-4734) or the recordkeeper, Ascensus LLC. The United Homes Group old 401(k) page lists the contacts from every plan filing. Find an old United Homes Group 401(k)
Data from the public Form 5500 annual reports United Homes Group filed with the U.S. Department of Labor (plan years 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 United Homes Group. Not financial advice. Report a correction · Methodology