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Original filing (PDF)20251006180401NAL0002279139001
FOUNDATION BUILDING MATERIALS, LLC
Form 5500
FILING_RECEIVED
FOUNDATION BUILDING MATERIALS UNION 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
155
Accounts w/ balance
191
Plan assets (EOY)
$9.8M
Net assets (EOY)
$9.8M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (16 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOUNDATION BUILDING MATERIALS, LLC.
Plan sponsor
Name
FOUNDATION BUILDING MATERIALS, LLC
EIN
27-4538887
Address
2741 WALNUT AVE., SUITE 200 · TUSTIN, CA · 92780
Phone
(714) 380-3127
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGHT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $16K | — |
Investments
24 direct securities · 1 pooled fund· $9.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$9.7M
24 holdings
Common Collective Trust
$15K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Asset Allocation Mutual Fund | — | — | — | $1.5M | 15.1% | |
| Vanguard Target Retirement 2050 Fund Asset Allocation Mutual Fund | — | — | — | $1.3M | 13.5% | |
| Vanguard Target Retirement 2040 Fund Asset Allocation Mutual Fund | — | — | — | $1.3M | 13.3% | |
| VANGUARD TARGET RETIREMNT 2045 Registered Investment Company | — | — | — | $1.1M | 11.0% | |
| Vanguard Target Retirement 2025 Fund Asset Allocation Mutual Fund | — | — | — | $805K | 8.3% | |
| Vanguard Target Retirement 2035 Fund Asset Allocation Mutual Fund | — | — | — | $787K | 8.1% | |
| Vanguard Target Retirement 2055 Fund Asset Allocation Mutual Fund | — | — | — | $727K | 7.4% | |
| Vanguard Target Retirement 2060 Fund Asset Allocation Mutual Fund | — | — | — | $445K | 4.6% | |
| Vanguard Federal Money Market Fund Mutual Fund | — | — | — | $365K | 3.7% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $362K | 3.7% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $257K | 2.6% | |
| Vanguard Target Retirement 2065 Fund Asset Allocation Mutual Fund | — | — | — | $185K | 1.9% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $104K | 1.1% | |
| JP Morgan Large Cap Growth Fund Mutual Fund | — | — | — | $86K | 0.9% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company | — | — | — | $83K | 0.9% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $79K | 0.8% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $52K | 0.5% | |
| Vanguard Inflation Protected Fund Mutual Fund | — | — | — | $51K | 0.5% | |
| Vanguard Target Retirement 2020 Fund Asset Allocation Mutual Fund | — | — | — | $42K | 0.4% | |
| DFA U.S. Small Cap Fund Mutual Fund | — | — | — | $41K | 0.4% | |
| DFA Emerging Markets Core Equity Fund Mutual Fund | — | — | — | $39K | 0.4% | |
| DFA International Small Company Fund Mutual Fund 898 DFA U.S. Large Cap Value Fund Mutual Fund | — | — | — | $27K | 0.3% | |
| Vanguard Target Retirement Income Fund Asset Allocation Mutual Fund | — | — | — | $18K | 0.2% | |
| PIMCO Income Fund Mutual Fund | — | — | — | $16K | 0.2% | |
| GALLIARD STABLE RETURN FUND M1 SEI TRUST COMPANY · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $15K | 0.2% |
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