Original filing (PDF)20251014143844NAL0001558051001

YORK BUILDING PRODUCTS CO., INC.

Name: YORK BUILDING PRODUCTS CO., INC. — YORK BUILDING PRODUCTS CO. INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: YORK BUILDING PRODUCTS CO., INC.

Form 5500

FILING_RECEIVED

YORK BUILDING PRODUCTS CO. INC. PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 3

32% employer stockNo recordkeeper disclosed30 service providers

Active participants

420

Accounts w/ balance

621

Plan assets (EOY)

$100.7M

Net assets (EOY)

$100.6M

How this plan invests

This plan

238 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

100

Knocking points off

32% of plan in employer / sponsor stock.
52 bps in Schedule C fees — 417% above peer band of 10 bps.
No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YORK BUILDING PRODUCTS CO., INC..

Plan sponsor

Name

YORK BUILDING PRODUCTS CO., INC.

EIN

23-1531886

Address

950 SMILE WAY · YORK, PA · 17404

Phone

(717) 848-2831

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

RKL LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

30 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
SRS CAPITAL ADVISORS, INC.	—	DENVER, CO	NONE	$230K	—
D. F. DENT & COMPANY, INC.	52-1045317	—	NONE	$143K	—
CONRAD SIEGEL INC	—	HARRISBURG, PA	NONE	$81K	—
CHARLES SCHWAB & CO. INC.	94-1737782	—	NONE	$37K	—
RKL	23-2108173	—	NONE	$10K	—
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	NONE	$10K	—
LOMBARD SECURITIES INC	—	BALTIMORE, MD	NONE	$9K	—
BLACKROCK ADVISORS, LLC	51-0318674	—	NONE	$0	—
FIDELITY MANAGEMENT & RESEARCH COMP	06-1194217	—	NONE	$0	—
J.P. MORGAN INVESTMENT MANAGEMENT,	13-2624428	—	NONE	$0	—
T. ROWE PRICE ASSOCIATES, INC.	52-2264646	—	NONE	$0	—
INVESCO ADVISERS, INC.	76-0528004	—	NONE	$0	—
JANUS HENDERSON INVESTORS US LLC	43-1804048	—	NONE	$0	—
MASSACHUSETTS FINANCIAL SERVICES CO	—	BOSTON, MA	NONE	$0	—
AMERICAN CENTURY INVESTMENT MANAGEM	44-6006315	—	NONE	$0	—
BLACKROCK FUND ADVISORS	51-0318674	—	NONE	$0	—
FRANKLIN TEMPLETON FUND ADVISER, LL	52-1200960	—	NONE	$0	—
AMERICAN BEACON ADVISORS INC	75-2401150	—	NONE	$0	—
ANGEL OAK CAPITAL ADVISORS, LLC	—	ATLANTA, GA	NONE	$0	—
DIMENSIONAL FUND ADVISORS LP	30-0447847	—	NONE	$0	—
DODGE & COX	94-1441976	—	NONE	$0	—
FIRST PACIFIC ADVISORS, LP	—	LOS ANGELES, CA	NONE	$0	—
GRANTHAM, MAYO, VAN OTTERLOO & CO.,	—	BOSTON, MA	NONE	$0	—
HARRIS ASSOCIATES L.P.	04-3276558	—	NONE	$0	—
VANGUARD GROUP INC	23-1945930	—	NONE	$0	—
FEDERATED MDTA LLC	25-1111467	—	NONE	$0	—
LONG SHORT ADVISORS, LLC	—	PHILADELPHIA, PA	NONE	$0	—
NEXPOINT RESIDENTIAL TRUST, INC.	47-1881359	—	NONE	$0	—
CHARLES SCHWAB INVESTMENT MANAGEMEN	94-3106735	—	NONE	$0	—
BLACKSTONE SECURITIES PARTNERS L.P.	13-3304818	—	NONE	$0	—

Investments

230 direct securities· $93.3M(93% of reported assets)

Uncategorized

$91.1M

225 holdings

Common Stocks

$1.5M

3 holdings

Real Estate

$600K

1 holding

Corporate Bonds

$150K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Registered Investment Companies Dimensional Fund Advisors DFA Investment Grade Portfolio Instl	—	—	$4.8M	$4.4M	4.3%
Vanguard FTSE Developed Markets ETF	—	—	$3.6M	$4.0M	4.0%
Invesco QQQ Trust	—	—	$2.3M	$3.3M	3.3%
Dodge & Cox Dodge & Cox Stock I	—	—	$2.3M	$3.1M	3.1%
Vanguard Value ETF	—	—	$2.3M	$2.9M	2.8%
Dimensional Fund Advisors DFA US Large Cap Value PT	—	—	$2.0M	$2.5M	2.5%
BlackRock iShares Core US Aggregate Bond EFT	—	—	$2.6M	$2.5M	2.5%
FPA New Income Fund	—	—	$2.4M	$2.5M	2.4%
Alternative Investments * The Glenmede Trust Company, N.A. Glenmede Private Investment Fund XI LL	—	—	$2.5M	$2.4M	2.3%
BlackRock iShares Short Term Corporate Bond ETF	—	—	$2.2M	$2.3M	2.3%
Angel Oak Capital Advisors Angel Oak UltraShort Income Fund Institutional Class	—	—	$2.2M	$2.3M	2.2%
Versus Capital Versus Capital Real Assets Fund	—	—	$2.2M	$2.2M	2.2%
First Trust Advisors LP First Trust Preferred Sec Income ETF	—	—	$1.9M	$2.1M	2.1%
BlackStone Private C T Fund Class I	—	—	$2.1M	$2.1M	2.0%
The Glenmede Trust Company, N.A. Glenmede Private Investment Fund IX	—	—	$2.1M	$2.0M	2.0%
Vanguard Short Term Inflation Protected Fund	—	—	$1.8M	$1.8M	1.8%
Dimensional Fund Advisors DFA Five-Year Global Fixed Income Portfolio Institutional Class	—	—	$1.7M	$1.7M	1.7%
Oakmark International Fund R6 Class	—	—	$1.6M	$1.7M	1.7%
Vanguard Real Estate ETF	—	—	$1.4M	$1.6M	1.6%
Dimensional Fund Advisors DFA US Small Cap Portfolio	—	—	$996K	$1.5M	1.5%
Registered Investment Companies (continued) Versus Capital Versus Capital Real Estate Fund	—	—	$1.5M	$1.4M	1.4%
Federated Hermes Federated Hermes MDT MKT Neutral Ins	—	—	$1.4M	$1.4M	1.4%
Amazon Com Inc Common stock	Common Stocks	—	$624K	$1.3M	1.3%
LS Opportunity Fund CL Inst	—	—	$1.3M	$1.3M	1.3%
Visa Inc Cl A Common stock	—	—	$409K	$1.3M	1.3%
GMO Quality Fund Class R6	—	—	$810K	$1.1M	1.1%
Mastercard Inc Common stock	—	—	$425K	$1.1M	1.1%
Microsoft Corp Common stock	—	—	$746K	$1.1M	1.1%
Alphabet Inc. Common stock	—	—	$576K	$1.0M	1.0%
The Glenmede Trust Company, N.A. Glenmede Private Investment Fund VIII-B	—	—	$1.1M	$979K	1.0%
S & P Global Inc Common stock	—	—	$380K	$874K	0.9%
GMO Resources Fund R6	—	—	$1.1M	$790K	0.8%
Heico Corp Cl A Common stock	—	—	$435K	$787K	0.8%
Transdigm Group Inc Common stock	—	—	$245K	$749K	0.7%
Danaher Corporation Delawar Common stock	—	—	$492K	$711K	0.7%
Vulcan Matls Co Common stock	—	—	$398K	$679K	0.7%
Old Dominion Freight Lns Common stock	—	—	$603K	$660K	0.7%
Ansys Inc Common stock	—	—	$310K	$646K	0.6%
West Pharm Srvc Inc Common stock	—	—	$594K	$643K	0.6%
Veralto Corp Common stock	—	—	$498K	$624K	0.6%
Moodys Corp Common stock	—	—	$295K	$622K	0.6%
Waste Connections In Common stock	—	—	$405K	$617K	0.6%
Bio-Techne Corp Common stock	—	—	$478K	$608K	0.6%
Investment Trusts CBRE Group Real estate investment trust	Real Estate	—	$240K	$600K	0.6%
Veeva Systems Inc Common stock	—	—	$545K	$599K	0.6%
Guidewire Software I Common stock	—	—	$290K	$596K	0.6%
Thermo Fisher Scientific Corp Common stock	—	—	$347K	$565K	0.6%
Sherwin Williams Co Common stock	—	—	$443K	$557K	0.6%
Dimensional Fund Advisors DFA Emerging Markets Core Equity Portfolio Institutional Class	—	—	$480K	$545K	0.5%
Vanguard FTSE Emerging Markets ETF	—	—	$464K	$536K	0.5%
Uber Technologies In Common stock	—	—	$575K	$535K	0.5%
Asset-Backed Debt Securities US Treasury Notes 3.875%; 2/15/2043; 590,000 par	—	—	$592K	$521K	0.5%
Zoetis Inc Common stock	—	—	$521K	$514K	0.5%
Intuit Common stock	—	—	$413K	$508K	0.5%
Monolithic Power Sys Inc Common stock	—	—	$394K	$498K	0.5%
Intuitive Surgical Common stock	—	—	$172K	$486K	0.5%
Cadence Design System Common stock	—	—	$411K	$485K	0.5%
Ecolab Inc Common stock	—	—	$244K	$471K	0.5%
Costar Group Inc Common stock	—	—	$362K	$441K	0.4%
Kinsale Capital Grou Common stock	—	—	$305K	$395K	0.4%
BlackRock Lifepath Index Retirement K	—	—	—	$394K	0.4%
US Treasury Notes 4.500%; 2/15/2044; 410,000 par	—	—	$414K	$392K	0.4%
BlackRock Lifepath Index 2030 K	—	—	—	$348K	0.3%
Service Now Inc Common stock	—	—	$221K	$338K	0.3%
US Treasury Notes 3.875%; 5/15/2043; 375,000 par	—	—	$364K	$330K	0.3%
Atlassian Corp Common stock	—	—	$222K	$324K	0.3%
Copart Inc Common stock	—	—	$287K	$319K	0.3%
Vanguard Mid Cap Value ETF	—	—	$245K	$313K	0.3%
BlackRock Lifepath Index 2035 K	—	—	—	$311K	0.3%
Fastenal Company Common stock	—	—	$125K	$277K	0.3%
Manhattan Assocs Inc Common stock	—	—	$219K	$271K	0.3%
BlackRock Lifepath Index 2045 K	—	—	—	$252K	0.3%
BlackRock Lifepath Index 2050 K	—	—	—	$248K	0.2%
Siteone Landscape Su Common stock	—	—	$220K	$238K	0.2%
Tyler Technologiesv Inc Common stock	—	—	$203K	$237K	0.2%
Fidelity Investments Fidelity 500 Index	—	—	—	$233K	0.2%
Broadcom Limited Common stock	—	—	$80K	$214K	0.2%
BlackRock Lifepath Index 2040 K	—	—	—	$208K	0.2%
Alphabet Inc. Common stock	—	—	$137K	$205K	0.2%
BlackRock iShares US Aggregate Bond Index K	—	—	—	$187K	0.2%
Meta Platforms Inc Common stock	—	—	$97K	$187K	0.2%
Fiserv Inc Common stock	—	—	$103K	$183K	0.2%
Ss&C Technologies Hl Common stock	—	—	$109K	$160K	0.2%
and Notes JPMorgan Chase & CO 5.35%; 6/1/2034; 150,000 par	Corporate Bonds	—	$150K	$150K	0.1%
Capital One Financial Corp 4.985%; 7/24/2026; 150,000 par	—	—	$150K	$150K	0.1%
Truist Financial Corporation 4.800%; 12/31/2099; 150,000 par	—	—	$161K	$149K	0.1%
CVS Health Corp 3.875%; 7/20/2025; 150,000 par	—	—	$167K	$149K	0.1%
Boston Properties Limited Partnership 3.650%; 2/1/2026; 150,000 par	—	—	$142K	$148K	0.1%
Edwards Lifesciences Corporation 4.300%; 6/15/2028; 150,000 par	—	—	$142K	$146K	0.1%
Wells Fargo Bank 3.000%; 10/23/2026; 150,000 par	—	—	$145K	$146K	0.1%
Corpay Inc Common stock	—	—	$103K	$145K	0.1%
Waste Connections 3.5%; 5/1/2029; 150,000 par	—	—	$139K	$142K	0.1%
Cencora Inc Common stock	—	—	$123K	$140K	0.1%
Bank America Corp 5.288%; 4/25/2034; 140,000 par	—	—	$138K	$139K	0.1%
Chubb Ltd Common stock	—	—	$107K	$138K	0.1%
Hca Holdings Inc Common stock	—	—	$110K	$133K	0.1%
Micron Technology Inc Common stock	—	—	$110K	$133K	0.1%
Taiwan Semiconductor MFG Co ADR Common stock	—	—	$94K	$130K	0.1%
Illumina Inc. 5.750%; 12/13/2027; 125,000 par	—	—	$127K	$128K	0.1%
American Express Co Common stock	—	—	$61K	$126K	0.1%
Sea Limited Common stock	—	—	$77K	$119K	0.1%
Unitedhealth Group Inc Common stock	—	—	$121K	$115K	0.1%
Travelers Companies Inc Common stock	—	—	$77K	$115K	0.1%
Fidelity Investments Fidelity Large Cap Growth Index	—	—	—	$112K	0.1%
Apollo Global Mgmt Common stock	—	—	$75K	$112K	0.1%
Autozone Inc Common stock	—	—	$80K	$106K	0.1%
Canadian Natural Res Common stock	—	—	$111K	$103K	0.1%
S A P AG ADR Common stock	—	—	$103K	$101K	0.1%
Novo-Nordisk A-S F Common stock	—	—	$114K	$101K	0.1%
US Treasury Notes 0.250%; 1/15/2025; 75,000 par	—	—	$73K	$100K	<0.1%
Ferrari N V Common stock	—	—	$70K	$99K	<0.1%
McKesson Corp Common stock	—	—	$91K	$99K	<0.1%
US Treasury Notes 3.250%; 6/30/2027; 100,000 par	—	—	$96K	$98K	<0.1%
Elevance Health Inc Common stock	—	—	$116K	$94K	<0.1%
US Treasury Notes 2.625%; 2/15/2029; 100,000 par	—	—	$91K	$94K	<0.1%
Safran Adr Common stock	—	—	$79K	$93K	<0.1%
Fidelity Investments Fidelity International Index	—	—	—	$93K	<0.1%
J P Morgan Chase & Co Common stock	—	—	$54K	$92K	<0.1%
K L A Tencor Corp Common stock	—	—	$76K	$90K	<0.1%
Rolls Royce PLC ADR Common stock	—	—	$91K	$89K	<0.1%
s (continued) Spotify Technology S Common stock	Common Stocks	—	$61K	$89K	<0.1%
Norfolk Southn Corp Common stock	—	—	$77K	$88K	<0.1%
Diamondback Energy Common stock	—	—	$85K	$85K	<0.1%
Astrazeneca Plc Common stock	—	—	$87K	$84K	<0.1%
JPMorgan Emerging Markets Equity R6	—	—	—	$83K	<0.1%
3I Group PLC Common stock	—	—	$73K	$81K	<0.1%
United Rentals Inc Common stock	—	—	$74K	$80K	<0.1%
United Parcel Service B Common stock	—	—	$92K	$80K	<0.1%
Siemens Energy AG Common stock	—	—	$69K	$79K	<0.1%
Investment Contract with Insurance Company * Great-West Funds Key Guaranteed Portfolio Fund	—	—	—	$78K	<0.1%
Icon Plc F Common stock	—	—	$83K	$75K	<0.1%
Participant Loans 6.75% to 10.50%	—	—	—	$75K	<0.1%
Reality Income Corp 4.85%; 3/15/2030; 75,000 par	—	—	$74K	$75K	<0.1%
The Glenmede Trust Company, N.A. Liberty Special Strategies TE Fund LLC	—	—	$67K	$75K	<0.1%
Electronic Arts Common stock	—	—	$64K	$74K	<0.1%
Meituan Dianping Common stock	—	—	$88K	$72K	<0.1%
Canadian Pacific Kan Common stock	—	—	$70K	$72K	<0.1%
Dollar General Corp Common stock	—	—	$103K	$69K	<0.1%
Mitsubishi Heavy Ind Common stock	—	—	$60K	$69K	<0.1%
Applied Materials Common stock	—	—	$70K	$67K	<0.1%
Adyen N V Common stock	—	—	$30K	$64K	<0.1%
Coupang Inc Common stock	—	—	$63K	$62K	<0.1%
Icici Bank Ltd Adr Common stock	—	—	$45K	$61K	<0.1%
Linde Plc Common stock	—	—	$53K	$60K	<0.1%
Schneider Elec Sa Common stock	—	—	$35K	$59K	<0.1%
T. Rowe Price T. Rowe Price Blue Chip Growth I	—	—	—	$57K	<0.1%
Steris Plc Common stock	—	—	$60K	$57K	<0.1%
Monday Com LTD Common stock	—	—	$52K	$56K	<0.1%
Compass Group Common stock	—	—	$41K	$56K	<0.1%
Ferguson Enterprises Common stock	—	—	$45K	$52K	<0.1%
Bae Systems Plc Adr Common stock	—	—	$48K	$51K	<0.1%
Ubs Group Ag Common stock	—	—	$51K	$50K	<0.1%
T. Rowe Price T. Rowe Price Dividend Growth I	—	—	—	$50K	<0.1%
BlackRock Lifepath Index 2055 K	—	—	—	$49K	<0.1%
Fidelity Investments Fidelity Small Cap Index	—	—	—	$46K	<0.1%
S M International Common stock	—	—	$33K	$46K	<0.1%
Ensign Group Inc Common stock	—	—	$31K	$43K	<0.1%
Hamilton Lane Incorp Common stock	—	—	$22K	$41K	<0.1%
Fidelity Investments Fidelity Emerging Markets Index	—	—	—	$40K	<0.1%
Experian Plc Common stock	—	—	$27K	$40K	<0.1%
Aon Plc Common stock	—	—	$35K	$40K	<0.1%
Mercadolibre Inc Common stock	—	—	$31K	$39K	<0.1%
Encompass Health Cor Common stock	—	—	$26K	$39K	<0.1%
Nu Holdings LTD Common stock	—	—	$38K	$36K	<0.1%
JPMorgan Value Advantage R6	—	—	—	$35K	<0.1%
American Century Investments American Century Mid Cap Value R6	—	—	—	$34K	<0.1%
Lemaitre Vascular Inc Common stock	—	—	$18K	$34K	<0.1%
Federal Agric Mtg Cp Cl C Common stock	—	—	$24K	$32K	<0.1%
Cohen & Steers Inc Common stock	—	—	$17K	$31K	<0.1%
Home Bancshares Inc Common stock	—	—	$21K	$31K	<0.1%
Standex Intl Corp Common stock	—	—	$23K	$30K	<0.1%
Power Integrations Inc Common stock	—	—	$31K	$30K	<0.1%
R A International Inc Common stock	—	—	$15K	$29K	<0.1%
Northern Oil And Gas Common stock	—	—	$30K	$29K	<0.1%
T. Rowe Price T. Rowe Price Global Stock I	—	—	—	$28K	<0.1%
MFS New Discovery Value R6	—	—	—	$28K	<0.1%
Shoe Carnival Inc Common stock	—	—	$20K	$28K	<0.1%
Brookfield Infrastru Common stock	—	—	$19K	$27K	<0.1%
Air Lease Corp Cl A Common stock	—	—	$19K	$27K	<0.1%
Lakeland Finl Corp Common stock	—	—	$19K	$27K	<0.1%
Valmont Industries Inc Common stock	—	—	$19K	$26K	<0.1%
UMH Properties Inc Real estate investment trust	—	—	$19K	$26K	<0.1%
Materion Corporation Common stock	—	—	$25K	$26K	<0.1%
Allison Transmission Common stock	—	—	$14K	$26K	<0.1%
Schneider National I Common stock	—	—	$23K	$25K	<0.1%
Cabot Corp Common stock	—	—	$18K	$25K	<0.1%
Travel + Leisure Co Common stock	—	—	$16K	$25K	<0.1%
Pricemart Inc Common stock	—	—	$22K	$24K	<0.1%
Napco Security Systems Common stock	—	—	$26K	$24K	<0.1%
Nexstar Broadcasting Gp Common stock	—	—	$21K	$24K	<0.1%
Atlas Energy Solutions Common stock	—	—	$23K	$24K	<0.1%
Utz Brands, Inc. Common stock	—	—	$19K	$24K	<0.1%
Unifirst Corp Common stock	—	—	$23K	$23K	<0.1%
Chemed Corporation Common stock	—	—	$22K	$23K	<0.1%
Hexcel Corp Common stock	—	—	$23K	$23K	<0.1%
Wingstop Inc Common stock	—	—	$14K	$22K	<0.1%
U S Physical Therapy Inc Common stock	—	—	$22K	$22K	<0.1%
Caseys Gen Stores Inc Common stock	—	—	$15K	$22K	<0.1%
Tetra Tech Inc New Common stock	—	—	$17K	$22K	<0.1%
Wyndham Hotels & Res Common stock	—	—	$16K	$22K	<0.1%

Showing top 200 of 230 investments by value.