York Building Products Co. Inc. Profit Sharing Plan And Trust
Sponsored by York Building Products Co., Inc. · EIN 231531886 · Plan #001
- Total assets
- $101M
- Net assets
- $101M
- Active participants
- 420
- With balances
- 621
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Srp Capital Advisors Llc CRD 289466 | fuzzy_auto · 95% | 2024 |
| D.F. Dent And Company, Inc. CRD 105179 | fuzzy_auto · 96% | 2024 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
| Blackrock Fund Advisors CRD 105247 | deterministic · 100% | 2024 |
| Fidelity Management & Research Company Llc CRD 108281 | fuzzy_auto · 95% | 2024 |
| J.P. Morgan Investment Management Inc. CRD 107038 | deterministic · 100% | 2024 |
| T. Rowe Price Associates, Inc. CRD 105496 | deterministic · 100% | 2024 |
| Invesco Advisers, Inc. CRD 105360 | deterministic · 100% | 2024 |
| Janus Henderson Investors Us Llc CRD 104652 | deterministic · 100% | 2024 |
| Massachusetts Financial Services Company CRD 110045 | deterministic · 100% | 2024 |
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 98% | 2024 |
| Blackrock Advisors, Llc CRD 106614 | deterministic · 100% | 2024 |
| Franklin Templeton Fund Adviser, Llc CRD 140432 | fuzzy_auto · 98% | 2024 |
| American Beacon Advisors, Inc. CRD 105552 | deterministic · 100% | 2024 |
| Angel Oak Capital Advisors, Llc CRD 151090 | deterministic · 100% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| First Pacific Advisors, Lp CRD 141823 | deterministic · 100% | 2024 |
| Grantham Mayo Van Otterloo & Co Llc CRD 106220 | fuzzy_auto · 100% | 2024 |
| Harris Associates Lp CRD 106960 | fuzzy_auto · 96% | 2024 |
| The Vanguard Group, Inc. CRD 105958 | deterministic · 100% | 2024 |
| Federated Mdta Llc CRD 109355 | deterministic · 100% | 2024 |
| Long Short Advisors, Llc CRD 153632 | deterministic · 100% | 2024 |
| Charles Schwab Investment Management, Inc CRD 106753 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Srs Capital Advisors, Inc. | Investment advisory (plan) | $229,719 |
| D. F. Dent & Company, Inc. | Investment advisory (plan), Direct payment from the plan | $143,480 |
| Conrad Siegel Inc | Contract administrator | $81,200 |
| Charles Schwab & Co. Inc. | Investment advisory (plan), Direct payment from the plan | $37,050 |
| Rkl | Accounting | $10,140 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $10,058 |
| Lombard Securities Inc | Investment advisory (plan) | $9,188 |
| Blackrock Fund Advisors | Investment management, Investment management fees (indirect) | $0 |
| Fidelity Management & Research Comp | Investment management, Investment management fees (indirect) | $0 |
| J.P. Morgan Investment Management, | Investment management, Investment management fees (indirect) | $0 |
| T. Rowe Price Associates, Inc. | Investment management, Investment management fees (indirect) | $0 |
| Invesco Advisers, Inc. | Investment management, Investment management fees (indirect) | $0 |
| Janus Henderson Investors Us Llc | Investment management, Investment management fees (indirect) | $0 |
| Massachusetts Financial Services Co | Investment management, Investment management fees (indirect) | $0 |
| American Century Investment Managem | Investment management, Investment management fees (indirect) | $0 |
| Blackrock Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |
| Franklin Templeton Fund Adviser, Ll | Investment management, Investment management fees (indirect) | $0 |
| American Beacon Advisors Inc | Investment management, Investment management fees (indirect) | $0 |
| Angel Oak Capital Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |
| Dimensional Fund Advisors Lp | Investment management, Investment management fees (indirect) | $0 |
| Dodge & Cox | Investment management, Investment management fees (indirect) | $0 |
| First Pacific Advisors, Lp | Investment management, Investment management fees (indirect) | $0 |
| Grantham, Mayo, Van Otterloo & Co., | Investment management, Investment management fees (indirect) | $0 |
| Harris Associates L.P. | Investment management, Investment management fees (indirect) | $0 |
| Vanguard Group Inc | Investment management, Investment management fees (indirect) | $0 |
| Federated Mdta Llc | Investment management, Investment management fees (indirect) | $0 |
| Long Short Advisors, Llc | Investment management, Investment management fees (indirect) | $0 |
| Nexpoint Residential Trust, Inc. | Investment management, Investment management fees (indirect) | $0 |
| Charles Schwab Investment Managemen | Investment management, Investment management fees (indirect) | $0 |
| Blackstone Securities Partners L.P. | Investment management, Investment management fees (indirect) | $0 |