Plan Snapshot
- Plan Sponsor: Cornerstone Building Brands, INC.
- Sponsor EIN: 760127701
- Sponsor Address: 13105 NW FREEWAY, SUITE 500, HOUSTON, TX, 77040
- Plan Type: 401(k)
- Total Participants: 16,061
- Total Assets: $845.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 16,061 | $845.3M | $18.6M | $40.5M |
| 2023 | 14,166 | $628.5M | $17.5M | $37.5M |
| 2022 | 15,732 | $566.8M | $18.2M | $38.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $438,683 | — | $438,683 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $144,837 | — | $144,837 |
| COOK STREET CONSULTING, INC. | CONSULTANT | $61,675 | — | $61,675 |
| FOLEY & LARDNER | ATTORNEY/LEGAL | $41,120 | — | $41,120 |
| BDO | ACCOUNTANT/AUDITOR | $38,000 | — | $38,000 |
| MORGAN STANLEY CAPITAL MANAGEMENT, | CONSULTANT | $20,694 | — | $20,694 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- COOK STREET CONSULTING, INC. — CONSULTANT
- BDO — ACCOUNTANT/AUDITOR
- MORGAN STANLEY CAPITAL MANAGEMENT, — CONSULTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $745,009
- Estimated Expense Ratio: 0.088% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $773,538 | $144,837 | — | $38,000 | — |
| 2023 | $733,732 | $108,411 | — | $40,000 | — |
| 2022 | $852,519 | $81,525 | — | — | — |