Back to filter
Original filing (PDF)20250924123258NAL0017074338001
COREY BARTON HOMES, INC.
Form 5500
FILING_RECEIVED
CBH HOMES 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
215
Accounts w/ balance
150
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 70% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COREY BARTON HOMES, INC..
Plan sponsor
Name
COREY BARTON HOMES, INC.
EIN
82-0485163
Address
1977 E OVERLAND RD · MERIDIAN, ID · 83642
Phone
(208) 288-5560
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
2025-09-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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
Audit & trust (Schedule H)
Auditor
LEAVITT, CHRISTENSEN & CO.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PINNACLE PENSION SERVICES | 82-0433443 | BOISE, ID | THIRD PARTY ADMIN | $2K | — |
Investments
14 direct securities· $9.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date - R5 Mutual Fund | — | — | — | $2.0M | 21.7% | |
| American Funds 2045 Target Date - R5 Mutual Fund | — | — | — | $1.6M | 16.9% | |
| American Funds 2035 Target Date - R5 Mutual Fund | — | — | — | $1.6M | 16.7% | |
| American Funds 2040 Target Date - R5 Mutual Fund | — | — | — | $1.2M | 13.4% | |
| American Funds 2055 Target Date - R5 Mutual Fund | — | — | — | $1.2M | 12.6% | |
| American Funds 2050 Target Date - R5 Mutual Fund | — | — | — | $906K | 9.7% | |
| American Funds 2060 Target Date - R5 Mutual Fund | — | — | — | $336K | 3.6% | |
| American Funds 2025 Target Date - R5 Mutual Fund | — | — | — | $301K | 3.2% | |
| American Funds 2065 Target Date - R5 Mutual Fund | — | — | — | $146K | 1.6% | |
| AF U.S. Government Money Market Fund - R5 Mutual Fund | — | — | — | $23K | 0.2% | |
| American Funds 2020 Target Date - R5 Mutual Fund | — | — | — | $19K | 0.2% | |
| JPMorgan Mid Cap Growth - R6 Mutual Fund 326 * JPMorgan Mid Cap Value - R6 Mutual Fund 183 * Vanguard 500 Index Fund - Admiral Mutual Fund | — | — | — | $3K | <0.1% | |
| American Funds 2070 Target Date - R5 Mutual Fund 652 * AMCAP Fund - R5 Mutual Fund | — | — | — | $1K | <0.1% | |
| Growth Fund of America - R5 Mutual Fund | — | — | — | $1K | <0.1% |
Related plans
Other plans using PINNACLE PENSION SERVICES
FAST LP
FAST ENTERPRISES, LLC PROFIT SHARING 401K PLAN
$303.9M · 2,045 participants
MOUNTAIN VIEW HOSPITAL LLC
MOUNTAIN VIEW HOSPITAL LLC 401(K) PLAN
$70.2M · 2,200 participants
HARBORSTONE CREDIT UNION
HARBORSTONE CREDIT UNION EMPLOYEE RETIREMENT SAVINGS PLAN
$54.2M · 301 participants
COMPUNET INC
COMPUNET INC 401(K) RETIREMENT PLAN
$53.8M · 349 participants
BEACHFLEISCHMAN PLLC
BEACHFLEISCHMAN, PLLC 401(K) PLAN
$51.6M · 219 participants
PIONEER HOLDING, INC.
PIONEER TITLE COMPANY 401(K) PLAN
$38.8M · 258 participants
Similar-size Construction plans
QUALITY BUILT HOMES, INC.
QUALITY BUILT HOMES, INC. 401(K) PLAN
$9.4M · 37 participants
KALIN CONSTRUCTION COMPANY, INC.
KALIN CONSTRUCTION COMPANY, INC. 401(K) PLAN
$9.4M · 79 participants
MJC LEASING COMPANY LLC
MJC LEASING COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST
$9.3M · 86 participants
SCOTT-LONG CONSTRUCTION, INC.
SCOTT-LONG CONSTRUCTION 401(K) PROFIT SHARING PLAN
$9.3M · 51 participants
WINDSOR INVESTMENTS LLC
WINDSOR INVESTMENTS 401K PS PLAN & TRUST
$9.4M · 110 participants
FLAHERTY BUILDERS, INC.
FLAHERTY BUILDERS, INC. 401(K) PROFIT SHARING PLAN
$9.3M · 10 participants
Large plans in Idaho
ALBERTSONS COMPANIES, INC.
ALBERTSONS COMPANIES MASTER TRUST
$8.0B
WINCO HOLDINGS, INC.
WINCO EMPLOYEE STOCK OWNERSHIP PLAN
$5.0B · 17,907 participants
MICRON TECHNOLOGY, INC.
MICRON TECHNOLOGY INC. RETIREMENT AT MICRON (RAM) PLAN
$3.7B · 9,878 participants
BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC
IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN
$2.3B · 6,632 participants
BATTELLE ENERGY ALLIANCE, LLC
IDAHO NATIONAL LABORATORY EMPLOYEE RETIREMENT PLAN
$2.1B · 930 participants
J.R. SIMPLOT COMPANY
SIMPLOT RETIREMENT SAVINGS PLAN
$1.6B · 9,014 participants