Weekley Homes LLC 401(k) Review & Grade
Weekley Homes 401(k) Plan
Houston, TXConstruction1,631 active participantsPlan year 2024✓ Auto-enroll
Estimate from the plan's Form 5500 filing · How we grade
$8,672Employer $ per active participant
$12,197Employee $ saved per active participant
0.11%Direct admin cost, % of plan assets
$413.2MNet plan assets, end of year
$188,601Average balance per account
Score breakdown
- Employer generosity48.4 / 5097th percentile for employer $ per participant
- Low cost18.0 / 2572th percentile for low admin cost vs. same-size plans
- Employee saving14.8 / 1599th percentile for employee $ per participant
- Plan features10 / 10Auto-enrollment, Default investment
Total score91 / 100 · Grade A
This plan vs. peers
Peers: Construction plans with 500–2,499 active participants (498 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 97th |
| Lower admin cost | 72th |
| Employee saving | 99th |
| Peers that auto-enroll | 44% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Weekley Homes put in about $8,672 per active participant, more than the typical peer ($1,672). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- The plan auto-enrolls employees. Check your default contribution rate. Defaults are often lower than what it takes to get the full match.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $14,143,789 |
| Participant (employee) contributions | $19,892,887 |
| Other contributions (incl. rollovers in) | $2,814,157 |
| Administrative expenses paid from the plan | $416,502 |
| Investment advisory & management fees | $101,123 |
| Other admin expenses | $1,400 |
| Benefits paid out | $21,426,047 |
| Net assets, start / end of year | $356.1M / $413.2M |
| Active participants, start / end of year | 1,583 / 1,679 |
| Participants with account balances | 2,191 |
| Auto-enrollment (feature code 2S) | Yes |
| Auditor | RSM US LLP |
Largest service providers (Schedule C)
| Milliman, Inc. | $631,239 reported compensation |
| Warwick Investment Management Inc. | $99,123 reported compensation |
| Charles Schwab Trust Bank | $24,223 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20250730132859NAL0001961027001, received 2025-07-30, EIN 76-0519106, plan #002, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.