Original filing (PDF)20250808131613NAL0006454320001

CUSTOM BILT HOLDINGS, LLC

Name: CUSTOM BILT HOLDINGS, LLC — CUSTOM BILT HOLDINGS PROFIT SHARING 401(K) PLAN, Form 5500 (2024)
Creator: CUSTOM BILT HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

CUSTOM BILT HOLDINGS PROFIT SHARING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CUSTOM BILT HOLDINGS, LLC.

Plan sponsor

Name

CUSTOM BILT HOLDINGS, LLC

EIN

27-1503756

Address

3001 N. SKYWAY CIRCLE · SUITE 160 · IRVING, TX · 75038

Phone

(469) 934-0400

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

2025-08-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

CAMPBELL-BEARD ROOFING, INC.

CAMPBELL-BEARD ROOFING, INC. PROFIT SHARING PLAN

$2.1M · 32 participants

SUMMERS CONCRETE CONTRACTING, INC.

SUMMERS CONCRETE CONTRACTING, INC. 401K PLAN

$2.1M · 31 participants

COMMERCIAL MASONRY CORP.

COMMERCIAL MASONRY CORP. PROFIT SHARING PLAN

$2.1M · 7 participants

SCHMIDT ROOFING, INC.

SCHMIDT ROOFING 401(K) PLAN

$2.0M · 21 participants

TURNER MORRIS INCORPORATED

TURNER MORRIS INC. 401(K) PLAN