# Oldcastle Building Envelope, INC. 401(k) Plan
Source: https://planprovider.pro/companies/oldcastle-building-envelope-inc-401k-plan

> Oldcastle Building Envelope, INC.'s 401(k) plan: 5,833 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Oldcastle Building Envelope, INC.

- **Sponsor EIN:** 752196684

- **Sponsor Address:** 5005 LBJ FREEWAY, DALLAS, TX, 75244

- **Plan Type:** 401(k)

- **Total Participants:** 5,833

- **Total Assets:** $332.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5,833|$332.5M|$16.1M|$23.3M|

| 2023|5,885|$291.4M|$8.7M|$12.1M|

## 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|$278,586|—|$278,586|

| STRATEGIC ADVISORS, INC.|ADVISOR|$66,115|—|$66,115|

| TORRILLO & ASSOCIATES LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [TORRILLO & ASSOCIATES LLC](https://planprovider.pro/provider/torrillo-and-associates-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $344,701

- **Estimated Expense Ratio:** 0.104% 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|$344,701|$66,115|$300|—|—|

| 2023|$148,393|$36,557|$300|—|—|

## Similar Plans

- [Exyte Americas Holding, INC.](https://planprovider.pro/companies/exyte-americas-holding-inc-401k-plan) — 1,918 participants

- [Hks, INC.](https://planprovider.pro/companies/hks-inc-401k-plan) — 1,328 participants

- [Corgan Associates, INC.](https://planprovider.pro/companies/corgan-associates-inc-401k-plan) — 1,046 participants

- [Walter P Moore & Associates, INC.](https://planprovider.pro/companies/walter-p-moore-associates-inc-401k-plan) — 840 participants

- [Corgan Associates Holdings, INC.](https://planprovider.pro/companies/corgan-associates-holdings-inc-plan) — 812 participants

- [Moregroup Holdings](https://planprovider.pro/companies/huckabee-associates-inc-401k-plan) — 654 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/oldcastle-building-envelope-inc-401k-plan)

© 2026 PlanProvider.Pro