How big is United Homes Group, Inc.'s plan?

United Homes Group, Inc.'s plan reported $6.1M in assets and 192 participants for 2024.

Original filing (PDF)20251013135848NAL0000683491001

United Homes Group, Inc.

Name: United Homes Group, Inc. — United Homes Group 401(k), Form 5500 (2024)
Creator: United Homes Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

United Homes Group 401(k) Plan

401(k) retirement plan · United Homes Group, Inc.'s United Homes Group 401(k) Plan held $6.1M in plan assets for 192 participants in 2024, with Ascensus as recordkeeper.

Signals · 1

25% in single holding

Active participants

192

Accounts w/ balance

155

Plan assets (EOY)

$6.1M

Net assets (EOY)

$6.1M

People on this filing

Kaliska Vazquez signed United Homes Group, Inc.'s 2024 Form 5500 as plan administrator.

Kaliska Vazquez — 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

United Homes Group, Inc.'s EIN is 85-3460766.

EIN 85-3460766

Plan number 001

Plan year 2024

ACK ID 20251013135848NAL0000683491001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for United Homes Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

United Homes Group, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

45 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 (88th percentile).

Plan sponsor

Name

UNITED HOMES GROUP, INC.

EIN

all filings

Address

917 CHAPIN ROAD · SUITE D · CHAPIN, SC · 29063

Phone

(803) 699-4734

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$4K	—

Investments

45 direct securities· $6.1M(100% of reported assets)

Other securities

$3.0M

16 holdings

Mutual Funds

$2.3M

24 holdings

Common Collective Trusts

$756K

3 holdings

Participant loans

$29K

1 holding

Cash / Money Market

$3K

1 holding

					% of plan
BlackRock 60/40 Target Alloc Inv A BlackRock 0	Other securities	—	—	$1.5M	25.0%
American Funds Trgt Date Ret 2040 R4 American Funds 0	Mutual Funds	—	—	$1.0M	16.6%
American Funds Trgt Date Ret 2045 R4 American Funds 0	Mutual Funds	—	—	$511K	8.4%
iShares S&P 500 Index Fund P iShares 0	Common Collective Trusts	—	—	$455K	7.4%
BlackRock Mid-Cap Growth Equity Inv A BlackRock 0	Other securities	—	—	$276K	4.5%
iShares Russell 2000 Small Cap Index Fun iShares 0	Common Collective Trusts	—	—	$267K	4.4%
BlackRock Large Cap Focus Growth A BlackRock 0	Other securities	—	—	$249K	4.1%
BlackRock Advantage Small Cap Core Inv A BlackRock 0	Other securities	—	—	$181K	3.0%
BlackRock LifePath Index 2030 Fund P BlackRock 0	Other securities	—	—	$174K	2.9%
American Funds Growth Fund of Amer R4 American Funds 0	Mutual Funds	—	—	$171K	2.8%
BlackRock LifePath Index 2045 Fund P BlackRock 0	Other securities	—	—	$115K	1.9%
American Funds Trgt Date Ret 2060 R4 American Funds 0	Mutual Funds	—	—	$94K	1.5%
BlackRock LifePath Index 2035 Fund P BlackRock 0	Other securities	—	—	$88K	1.4%
American Funds Trgt Date Ret 2055 R4 American Funds 0	Mutual Funds	—	—	$76K	1.2%
BlackRock LifePath Index 2040 Fund P BlackRock 0	Other securities	—	—	$72K	1.2%
American Funds Washington Mutual R4 American Funds 0	Mutual Funds	—	—	$68K	1.1%
American Funds Trgt Date Ret 2035 R4 American Funds 0	Mutual Funds	—	—	$65K	1.1%
BlackRock LifePath Index Retirement Fund BlackRock 0	Other securities	—	—	$59K	1.0%
iShares MSCI EAFE International Index Fu iShares 0	Other securities	—	—	$52K	0.8%
American Funds Trgt Date Ret 2050 R4 American Funds 0	Mutual Funds	—	—	$45K	0.7%
American Funds American Balanced R4 American Funds 0	Mutual Funds	—	—	$44K	0.7%
BlackRock LifePath Index 2060 Fund P BlackRock 0	Other securities	—	—	$43K	0.7%
American Funds Corporate Bond R4 American Funds 0 233 American Funds Fundamental Inv R4 American Funds 0	Mutual Funds	—	—	$40K	0.7%
BlackRock Advantage International Inv A BlackRock 0	Other securities	—	—	$40K	0.7%
BlackRock Equity Dividend Inv A BlackRock 0	Other securities	—	—	$38K	0.6%
American Funds Trgt Date Ret 2030 R4 American Funds 0	Mutual Funds	—	—	$37K	0.6%
iShares U.S. Aggregate Bond Index Fund P iShares 0	Common Collective Trusts	—	—	$34K	0.6%
American Funds Trgt Date Ret 2065 R4 American Funds 0	Mutual Funds	—	—	$33K	0.5%
BlackRock LifePath Index 2055 Fund P BlackRock 0	Other securities	—	—	$29K	0.5%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$29K	0.5%
American Funds Interm Bd Fd of Amer R4 American Funds 0	Mutual Funds	—	—	$22K	0.4%
BlackRock LifePath Index 2050 Fund P BlackRock 0	Other securities	—	—	$22K	0.4%
American Funds SMALLCAP World R4 American Funds 0	Mutual Funds	—	—	$21K	0.3%
BlackRock Advntg Large Cap Core Inv A BlackRock 0	Other securities	—	—	$19K	0.3%
American Funds New Perspective R4 American Funds 0	Mutual Funds	—	—	$17K	0.3%
American Funds AMCAP R4 American Funds 0	Mutual Funds	—	—	$15K	0.2%
American Funds Invmt Co of Amer R4 American Funds 0	Mutual Funds	—	—	$14K	0.2%
Schwab Self-Direct Cash Fund V Schwab 0 823 Schwab Self-Direct Invest Fund V Schwab 0	Mutual Funds	—	—	$12K	0.2%
American Funds Capital Inc Bldr R4 American Funds 0	Mutual Funds	—	—	$9K	0.1%
American Funds Intl Gr & Inc R4 American Funds 0	Mutual Funds	—	—	$8K	0.1%
American Funds New World R4 American Funds 0	Mutual Funds	—	—	$8K	0.1%
American Funds Trgt Date Ret 2025 R4 American Funds 0	Mutual Funds	—	—	$6K	0.1%
American Funds U.S. Govt Money Mkt R4 American Funds 0	Mutual Funds	—	—	$4K	<0.1%
Blackrock Summit Cash Reserves Inv A BlackRock 0	Cash / Money Market	—	—	$3K	<0.1%
American Funds Capital World Bond R4 American Funds 0	Mutual Funds	—	—	$2K	<0.1%