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Original filing (PDF)20250722090944NAL0001077811001
PULTEGROUP, INC.
Form 5500
FILING_RECEIVED
PULTEGROUP, INC. 401(K) PLAN
401(k) retirement plan
Active participants
6,941
Accounts w/ balance
11,110
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
15 pooled trusts
Schedule D
29 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PULTEGROUP, INC..
Plan sponsor
Name
PULTEGROUP, INC.
EIN
38-2766606
Address
3350 PEACHTREE ROAD NE · SUITE 150 · ATLANTA, GA · 30326
Phone
(404) 978-6400
Industry
Constructionsee all
Plan administrator
Name
PULTEGROUP 401(K) COMMITTEE
EIN
38-2565249
City
ATLANTA, GA
Phone
(404) 978-6400
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV. INST. OPS. CO., INC. | 04-2647786 | — | RECORDKEEPER | $306K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $261K | — |
Investments
15 direct securities · 15 pooled funds· $1.3B(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
$803.3M
15 holdings
Common Collective Trust
$517.6M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group of Vanguard Institutional Index Fund Institutional Plus Shares 486,430 | — | — | — | $232.9M | 18.3% | |
| J.P. Morgan JPMorgan Large Cap Growth Fund Class R6 1,358,375 | — | — | — | $113.8M | 8.9% | |
| Company Stock Fund PulteGroup, Inc. Company Stock 804,268 | — | — | — | $87.6M | 6.9% | |
| VANGUARD TARGET 2045 THE VANGUARD GROUP OF INVESTMENT CO · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $68.8M | 5.4% | |
| VANGUARD TARGET 2040 THE VANGUARD GROUP OF INVESTMENT CO · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $67.2M | 5.3% | |
| VANGUARD TARGET 2035 THE VANGUARD GROUP OF INVESTMENT CO · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $64.7M | 5.1% | |
| VANGUARD TARGET 2050 THE VANGUARD GROUP OF INVESTMENT CO · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $55.1M | 4.3% | |
| Victory Sycamore Established Value Fund Class R6 1,188,748 | — | — | — | $54.7M | 4.3% | |
| Fidelity Investments Fidelity Balanced Fund Class K 1,781,254 | — | — | — | $52.7M | 4.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST I THE VANGUARD GROUP OF INVESTMENT CO · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $52.4M | 4.1% | |
| VANGUARD TARGET 2030 THE VANGUARD GROUP OF INVESTMENT CO · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $51.9M | 4.1% | |
| Vanguard Target Retirement 2055 Trust I 396,011 | — | — | — | $49.2M | 3.9% | |
| THE VANGUARD GROUP OF INVESTMENT CO VANGUARD TARGET 2055 · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $49.2M | 3.9% | |
| Fidelity U.S. Bond Index Fund 4,677,830 | — | — | — | $47.8M | 3.8% | |
| American Funds American Funds Washington Mutual Investors Fund 683,915 | — | — | — | $42.1M | 3.3% | |
| Investment Companies Vanguard Total International Stock Index Fund 316,338 | — | — | — | $40.1M | 3.2% | |
| VANGUARD TARGET 2025 THE VANGUARD GROUP OF INVESTMENT CO · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $33.6M | 2.6% | |
| VANGUARD TARGET 2060 THE VANGUARD GROUP OF INVESTMENT CO · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $26.6M | 2.1% | |
| Class R6 American Funds EuroPacific Growth Fund Class R6 454,178 | — | — | — | $24.4M | 1.9% | |
| Fidelity Extended Market Index Fund 247,021 | — | — | — | $22.4M | 1.8% | |
| GENEVA SMALL CAP GROWTH COLLECTIVE GENEVA · EIN 38-4116861 / PN 518 | Common Collective Trust | — | — | $20.8M | 1.6% | |
| Fidelity Small Cap Index Fund 710,191 | — | — | — | $19.7M | 1.5% | |
| Portfolio - Class I * Participant Loans Individual participant loans with varying maturity | — | — | — | $12.3M | 1.0% | |
| VANGUARD TARGET 2020 THE VANGUARD GROUP OF INVESTMENT CO · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $10.5M | 0.8% | |
| VANGUARD TARGET 2065 THE VANGUARD GROUP OF INVESTMENT CO · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $8.1M | 0.6% | |
| VANGUARD TARGET RETIREMENT INCOME & THE VANGUARD GROUP OF INVESTMENT CO · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $7.2M | 0.6% | |
| Fidelity Investments Money Market Government | — | — | — | $3.4M | 0.3% | |
| VANGUARD TARGET RETIREMENT INCOME T THE VANGUARD GROUP OF INVESTMENT CO · EIN 51-6590135 / PN 001 | Common Collective Trust | — | — | $830K | <0.1% | |
| VANGUARD TARGET 2070 THE VANGUARD GROUP OF INVESTMENT CO · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $768K | <0.1% | |
| Vanguard Cash Reserves Federal Money Market Fund 267,733 | — | — | — | $268K | <0.1% |