How big is Newmark Homes Houston, LLC's plan?

Newmark Homes Houston, LLC's plan reported $23.1M in assets and 125 participants for 2024.

Original filing (PDF)20250930153352NAL0015117792001

Newmark Homes Houston, LLC

Name: Newmark Homes Houston, LLC — Newmark Homes 401(k), Form 5500 (2024)
Creator: Newmark Homes Houston, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Newmark Homes 401(k) Plan

401(k) retirement plan · Newmark Homes Houston, LLC's Newmark Homes 401(k) Plan held $23.1M in plan assets for 125 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

125

Accounts w/ balance

146

Plan assets (EOY)

$23.1M

Net assets (EOY)

$23.1M

People on this filing

Douglas Singleton signed Newmark Homes Houston, LLC's 2024 Form 5500 as plan administrator.

Douglas Singleton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Newmark Homes Houston, LLC's EIN is 26-4749016.

EIN 26-4749016

Plan number 001

Plan year 2024

ACK ID 20250930153352NAL0015117792001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Newmark Homes Houston, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Newmark Homes Houston, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEWMARK HOMES HOUSTON, LLC.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (92nd percentile).
High average account balance (91st percentile).

Plan sponsor

Name

NEWMARK HOMES HOUSTON, LLC

EIN

all filings

Address

23033 GRAND CIRCLE BOULEVARD · SUITE 200 · KATY, TX · 77449

Phone

(713) 346-0161

Industry

Construction

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

2025-09-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$1K	—

Investments

31 direct securities· $23.1M(100% of reported assets)

Mutual Funds

$20.7M

24 holdings

Common Collective Trusts

$1.4M

1 holding

Other securities

$642K

5 holdings

Participant loans

$357K

1 holding

					% of plan
Fidelity Freedom 2040 K	Mutual Funds	—	—	$3.8M	16.4%
Fidelity Freedom 2045 K	Mutual Funds	—	—	$3.0M	13.2%
Fidelity Freedom 2035 K	Mutual Funds	—	—	$2.4M	10.6%
Fidelity Government Money Market Fund	Mutual Funds	—	—	$2.0M	8.6%
Fidelity Contrafund K	Mutual Funds	—	—	$1.5M	6.7%
Fidelity Freedom 2025 K	Mutual Funds	—	—	$1.5M	6.5%
Fidelity 500 Index	Common Collective Trusts	—	—	$1.4M	6.0%
Fidelity International Index	Mutual Funds	—	—	$697K	3.0%
Fidelity Low-Priced Stock K	Mutual Funds	—	—	$665K	2.9%
Fidelity Large Cap Stock	Mutual Funds	—	—	$638K	2.8%
Fidelity Balanced K	Mutual Funds	—	—	$626K	2.7%
Fidelity Freedom 2050 K	Mutual Funds	—	—	$603K	2.6%
Fidelity Freedom 2030 K	Mutual Funds	—	—	$555K	2.4%
Fidelity Extended Market Index	Mutual Funds	—	—	$546K	2.4%
Fidelity Freedom 2055 K	Mutual Funds	—	—	$474K	2.1%
Participant Loans	Participant loans	—	—	$357K	1.6%
Fidelity U.S. Bond Index	Mutual Funds	—	—	$340K	1.5%
Conestoga Small Cap Investors	Other securities	—	—	$321K	1.4%
Fidelity Freedom 2020 K	Mutual Funds	—	—	$288K	1.2%
Putnam Large Cap Value Fund Class Y	Mutual Funds	—	—	$266K	1.2%
Fidelity Freedom 2065 K	Mutual Funds	—	—	$219K	0.9%
Glenmede Small Cap Equity Adv	Other securities	—	—	$143K	0.6%
Fidelity Freedom 2060 K	Mutual Funds	—	—	$137K	0.6%
Eaton Vance Income Fund of Boston Class I	Other securities	—	—	$118K	0.5%
Fidelity Freedom Income K	Mutual Funds	—	—	$104K	0.5%
Fidelity Freedom 2015 K	Mutual Funds	—	—	$93K	0.4%
Fidelity Total Bond Fund	Mutual Funds	—	—	$73K	0.3%
Baird Mid Cap Growth Institutional	Other securities	—	—	$55K	0.2%
Fidelity Freedom 2010 K	Mutual Funds	—	—	$43K	0.2%
Fidelity Small Cap Index	Mutual Funds	—	—	$11K	<0.1%
American Beacon Small Cap Value Fund	Other securities	—	—	$5K	<0.1%