Plan Ledger DOL Form 5500 · updated monthly

Oldcastle Building Envelope, Inc.401(k)

OLDCASTLE BUILDING ENVELOPE 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.11%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Oldcastle Building Envelope, Inc. reported $344,701 in plan administrative expenses for 2024: 0.11% of average plan assets, above the peer median. Employer contributions averaged $2,764 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.08% to 0.11%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 276th-largest of 5,688 plans among Texas employers on file, and the 515th of 11,654 in professional & technical services. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$332,503,128
Participants with balances6,413
Active participants5,833
Employer contributions$16,120,803
Employee contributions$23,349,042
Employer contribution per active participant$2,764
Average account balance$51,848
Benefits paid to participants$46,509,071
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$332.5M · 6,413 accts · $16.1M emplr
2023$291.4M · 6,574 accts · $8.7M emplr
2022$273.9M · 5,572 accts · $15.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$278,586
Investment management$66,115
Total administrative$344,701
The Oldcastle Building Envelope, Inc. 401(k) match · 2024
Employer contribution per active participant$2,764
Median for plans this size$4,294
2024$2,764 per active participant
2023$1,477 per active participant
2022$2,505 per active participant

Oldcastle Building Envelope, Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$278,586
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$66,115

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$344,701 · 0.11%
2023$148,393 · 0.05%
2022$222,529 · 0.08%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 752196684 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.