Plan Snapshot
- Plan Sponsor: York Building Products Co., INC.
- Sponsor EIN: 231531886
- Sponsor Address: 950 SMILE WAY, YORK, PA, 17404
- Plan Type: DC
- Total Participants: 420
- Total Assets: $100.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 420 | $100.7M | $5.1M | $515,149 |
| 2023 | 412 | $97.2M | $4.9M | $479,770 |
| 2022 | 371 | $87.3M | $4.4M | $402,394 |
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 |
|---|---|---|---|---|
| SRS CAPITAL ADVISORS, INC. | Other Service Provider | $229,719 | — | $229,719 |
| D. F. DENT & COMPANY, INC. | Other Service Provider | $143,480 | — | $143,480 |
| CONRAD SIEGEL INC | Other Service Provider | $81,200 | — | $81,200 |
| CHARLES SCHWAB & CO. INC. | Recordkeeper | $37,050 | — | $37,050 |
| RKL | Auditor | $10,140 | — | $10,140 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Other Service Provider | $10,058 | — | $10,058 |
| LOMBARD SECURITIES INC | Other Service Provider | $9,188 | — | $9,188 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB & CO. INC. — Recordkeeper
- RKL — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $520,835
- Estimated Expense Ratio: 0.517% 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 | $523,394 | $384,946 | $81,200 | $10,140 | — |
| 2023 | $420,168 | $297,921 | $58,491 | $10,116 | — |
| 2022 | $470,972 | $257,022 | $205,600 | — | $8,350 |