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Original filing (PDF)20251008094549NAL0005647425001
CHESMAR HOMES LLC
Form 5500
FILING_RECEIVED
CHESMAR HOMES LLC 401(K) PLAN
401(k) retirement plan
Active participants
598
Accounts w/ balance
631
Plan assets (EOY)
$66.5M
Net assets (EOY)
$66.5M
How this plan invests
This plan
4 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHESMAR HOMES LLC.
Plan sponsor
Name
CHESMAR HOMES LLC
EIN
20-2720694
Address
480 WILDWOOD FOREST DRIVE · SUITE 803 · THE WOODLANDS, TX · 77380
Phone
(832) 253-0115
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Investments
23 direct securities · 4 pooled funds· $68.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$65.5M
23 holdings
Common Collective Trust
$2.5M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Fund | — | — | — | $10.8M | 16.2% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $8.5M | 12.8% | |
| Fidelity 500 Index Fund | — | — | — | $8.2M | 12.3% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $6.7M | 10.0% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $6.0M | 9.1% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $4.8M | 7.2% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $4.4M | 6.6% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $2.7M | 4.1% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $2.5M | 3.7% | |
| Fidelity Total Bond Fund | — | — | — | $2.3M | 3.4% | |
| Fidelity Extended Market Index Fund | — | — | — | $1.5M | 2.3% | |
| American Funds Europacific Growth R6 | — | — | — | $1.2M | 1.7% | |
| EAGLE MID CAP GR 4 ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.6% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $1.1M | 1.6% | |
| Notes receivable from participants | — | — | — | $939K | 1.4% | |
| Managed Income Portfolio Class 1 | — | — | — | $773K | 1.2% | |
| Putnam Large Cap Value Trust II Class U | — | — | — | $734K | 1.1% | |
| PUTN LRG CP VAL II U GREAT GRAY TRUST COMPANY, LLC · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $734K | 1.1% | |
| Columbia Small Cap Index Institutional 2 | — | — | — | $729K | 1.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $726K | 1.1% | |
| Fidelity Blue Chip Growth K6 Fund | — | — | — | $577K | 0.9% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $414K | 0.6% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $270K | 0.4% | |
| T. Rowe Price Retirement 2005 Fund | — | — | — | $205K | 0.3% | |
| Fidelity Government Money Market Fund Class K6 | — | — | — | $115K | 0.2% | |
| T. Rowe Price Retirement Balanced | — | — | — | $82K | 0.1% | |
| AS SPL MID CAP VAL U SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $166 | <0.1% |
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