How big is Home Builders Institute's plan?

Home Builders Institute's plan reported $8.6M in assets and 321 participants for 2024.

Original filing (PDF)20260210095326NAL0002673345001

Home Builders Institute

Name: Home Builders Institute — Home Builders Institute, Form 5500 (2024)
Creator: Home Builders Institute
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Home Builders Institute 403(b) Plan

403(b) retirement plan · Home Builders Institute's Home Builders Institute 403(b) Plan held $8.6M in plan assets for 321 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Non-clean audit opinion

Active participants

321

Accounts w/ balance

422

Plan assets (EOY)

$8.6M

Net assets (EOY)

$8.6M

People on this filing

Marijia Bailey signed Home Builders Institute's 2024 Form 5500 as plan administrator.

Marijia Bailey — 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

Home Builders Institute's EIN is 52-1266885.

EIN 52-1266885

Plan number 002

Plan year 2024

ACK ID 20260210095326NAL0002673345001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Home Builders Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Home Builders Institute's plan includes 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOME BUILDERS INSTITUTE.

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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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.

Helping the score

Below-peer total plan cost (93rd percentile).

Plan sponsor

Name

HOME BUILDERS INSTITUTE

EIN

all filings

Address

1201 15TH STREET NW 6TH FLOOR · WASHINGTON, DC · 20005

Phone

(202) 371-0600

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-02-10

Pension benefit codes

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$25	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$2K	—

Investments

31 direct securities· $8.4M(98% of reported assets)

Mutual Funds

$7.5M

26 holdings

Common Collective Trusts

$467K

1 holding

Other securities

$391K

4 holdings

					% of plan
Fidelity Freedom 2030 K	Mutual Funds	—	—	$1.4M	16.3%
Fidelity Freedom 2025 K	Mutual Funds	—	—	$1.2M	13.6%
Fidelity Freedom 2045 K	Mutual Funds	—	—	$1.1M	13.1%
Fidelity Freedom 2040 K	Mutual Funds	—	—	$778K	9.1%
Fidelity Freedom 2035 K	Mutual Funds	—	—	$619K	7.2%
Fidelity 500 Index	Common Collective Trusts	—	—	$467K	5.5%
Fidelity Growth Company K	Mutual Funds	—	—	$370K	4.3%
Fidelity Blue Chip Growth K	Mutual Funds	—	—	$345K	4.0%
Fidelity Freedom 2050 K	Mutual Funds	—	—	$294K	3.4%
Fidelity Balanced K	Mutual Funds	—	—	$265K	3.1%
Columbia Dividend Income Institutional 3	Other securities	—	—	$192K	2.2%
Fidelity Freedom 2055 K	Mutual Funds	—	—	$169K	2.0%
Janus Henderson Janus Henderson Triton N	Mutual Funds	—	—	$166K	1.9%
Fidelity Freedom 2060 K	Mutual Funds	—	—	$163K	1.9%
Carillon Eagle Carillon Eagle Mid Cap Growth R6	Other securities	—	—	$159K	1.9%
Fidelity Freedom 2020 K	Mutual Funds	—	—	$158K	1.8%
Fidelity Diversified International K	Mutual Funds	—	—	$112K	1.3%
Fidelity Freedom 2015 K	Mutual Funds	—	—	$85K	1.0%
Fidelity Government Money Market	Mutual Funds	—	—	$73K	0.9%
Fidelity International Index	Mutual Funds	—	—	$71K	0.8%
Fidelity Inflation-Protected Bond Index	Mutual Funds	—	—	$46K	0.5%
Fidelity Contrafund K	Mutual Funds	—	—	$43K	0.5%
Allspring Emerging Markets Equity R6	Other securities	—	—	$37K	0.4%
Fidelity Extended Market Index	Mutual Funds	—	—	$20K	0.2%
Fidelity Low-Priced Stock K 224 * Fidelity U.S. Bond Index	Mutual Funds	—	—	$20K	0.2%
Fidelity Freedom 2065 K	Mutual Funds	—	—	$17K	0.2%
Fidelity High Income	Mutual Funds	—	—	$12K	0.1%
Fidelity Small Cap Value	Mutual Funds	—	—	$6K	<0.1%
Fidelity Freedom Income K	Mutual Funds	—	—	$5K	<0.1%
Fidelity Freedom 2010 K	Mutual Funds	—	—	$2K	<0.1%
Allspring Special Mid Cap Value R6	Other securities	—	—	$2K	<0.1%