Christopher Moses signed Oldcastle Building Envelope, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Oldcastle Building Envelope, Inc.'s EIN is 75-2196684.
Download the official 2024 Form 5500 (PDF) for Oldcastle Building Envelope, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Oldcastle Building Envelope, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $279K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $66K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $43.8M | 13.2% | |
| FID FRDM BLND 2030 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $43.8M | 13.2% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $36.7M | 11.0% | |
| FID FRDM BLND 2035 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $36.7M | 11.0% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $30.0M | 9.0% | |
| FID FRDM BLND 2040 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $30.0M | 9.0% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $29.0M | 8.7% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $26.2M | 7.9% | |
| FID FRDM BLND 2045 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $26.2M | 7.9% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $25.0M | 7.5% | |
| FID FRDM BLND 2025 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $25.0M | 7.5% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $22.6M | 6.8% | |
| FID FRDM BLND 2050 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $22.6M | 6.8% | |
| Harbor Capital Appreciation Fund | Other securities | — | — | $17.3M | 5.2% | |
| HARB CAP APPR CIT 2 HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $17.3M | 5.2% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $14.4M | 4.3% | |
| FID FRDM BLND 2055 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $14.4M | 4.3% | |
| Fidelity Managed Income Portfolio II | Mutual Funds | — | — | $12.6M | 3.8% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $12.6M | 3.8% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $8.7M | 2.6% | |
| FID FRDM BLND 2060 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $8.7M | 2.6% | |
| Western Asset Core Bond Fund | Other securities | — | — | $8.1M | 2.4% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $7.6M | 2.3% | |
| FID FRDM BLND 2020 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $7.6M | 2.3% | |
| maturities through 2046 | Other securities | — | — | $6.8M | 2.1% | |
| MFS Value Fund | Mutual Funds | — | — | $6.5M | 2.0% | |
| Fidelity Mid Cap Fund | Mutual Funds | — | — | $5.1M | 1.5% | |
| Fidelity Small Cap Fund | Mutual Funds | — | — | $5.0M | 1.5% | |
| Fidelity Global Ex U.S. Index Fund | Common Collective Trusts | — | — | $4.3M | 1.3% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $4.2M | 1.3% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $4.2M | 1.3% | |
| FID FRDM BLND 2065 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $4.2M | 1.3% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $4.1M | 1.2% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $2.4M | 0.7% | |
| FID FRDM BLND 2015 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $2.4M | 0.7% | |
| Self-Directed Brokerage Accounts BrokerageLink | Self-Directed Brokerage | — | — | $2.4M | 0.7% | |
| Diamond Hill Small-Mid Cap Fund | Other securities | — | — | $1.7M | 0.5% | |
| BOSTON TR SM CAP RET BOSTON TRUST WALDEN COMPANY · EIN 83-6501761 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.4% | |
| Fidelity Freedom Blended Income Fund | Mutual Funds | — | — | $673K | 0.2% | |
| FID FRDM BLEND INC V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $673K | 0.2% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $600K | 0.2% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $109K | <0.1% | |
| FID FRDM BLND 2010 V FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $109K | <0.1% | |
| Fidelity Managed Income Portfolio I | Mutual Funds | — | — | $5K | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $5K | <0.1% | |
| FID FRDM BLND 2005 V FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
