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Original filing (PDF)20251001155104NAL0006011795001
PRIMESOURCE BUILDING PRODUCTS, INC.
Form 5500
FILING_RECEIVED
PRIMESOURCE RETIREMENT SAVINGS PLUS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,321
Accounts w/ balance
2,846
Plan assets (EOY)
$188.7M
Net assets (EOY)
$188.7M
How this plan invests
This plan
2 pooled trusts
Schedule D
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — 53% 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 PRIMESOURCE BUILDING PRODUCTS, INC..
Plan sponsor
Name
PRIMESOURCE BUILDING PRODUCTS, INC.
EIN
75-2751831
Address
1321 GREENWAY DRIVE · IRVING, TX · 75038
Phone
(972) 999-8764
Industry
Wholesale 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
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $289K | — |
| PROVENANCE WEALTH ADVISORS | 65-0978008 | — | SERVICE PROVIDER | $0 | — |
Investments
43 direct securities · 2 pooled funds· $231.0M(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
$204.8M
42 holdings
Mutual Funds
$22.1M
1 holding
Common Collective Trust
$4.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Target Date N/R | Mutual Funds | — | — | $22.1M | 11.7% | |
| Annuity Company Total guaranteed income contracts | — | — | — | $15.7M | 8.3% | |
| Retirement R6 American Funds American Funds 2045 Target Date N/R | — | — | — | $15.6M | 8.3% | |
| Retirement R6 Hartford Funds Hartford Core Equity Fund R4 N/R | — | — | — | $13.9M | 7.4% | |
| JPMorgan Large Cap Growth Fund R6 N/R | — | — | — | $11.7M | 6.2% | |
| JPMorgan LgCp Grw Fnd R6 Registered Investment Company | — | — | — | $11.7M | 6.2% | |
| The Vanguard Group Inc. Vanguard 500 Index Fund Admiral N/R | — | — | — | $11.2M | 5.9% | |
| American Funds American Funds 2040 Target Date N/R | — | — | — | $10.5M | 5.5% | |
| Retirement R6 American Funds American Funds 2025 Target Date N/R | — | — | — | $10.2M | 5.4% | |
| Retirement R6 American Funds American Funds 2030 Target Date N/R | — | — | — | $9.7M | 5.1% | |
| Annuity Company * Voya Retirement Insurance and Voya Fixed Account A N/R | — | — | — | $9.3M | 4.9% | |
| Retirement R6 American Funds American Funds 2050 Target Date N/R | — | — | — | $8.4M | 4.4% | |
| Retirement R6 American Funds American Funds 2055 Target Date N/R | — | — | — | $8.2M | 4.4% | |
| Guaranteed Income Contracts * Voya Retirement Insurance and Voya Fixed Account N/R | — | — | — | $6.4M | 3.4% | |
| Retirement R6 American Funds American Funds Balanced R6 N/R | — | — | — | $6.2M | 3.3% | |
| The Vanguard Group Inc. Vanguard Mid-Cap Index Fund Admiral N/R | — | — | — | $4.6M | 2.4% | |
| T. Rowe Price Retirement Funds, T. Rowe Price Value Fund 1 N/R | — | — | — | $4.4M | 2.4% | |
| TRwPr Value Fund I Registered Investment Company | — | — | — | $4.4M | 2.4% | |
| Inc. Davenport Small Cap Focus Fund N/R | — | — | — | $4.3M | 2.3% | |
| American Funds American Funds 2060 Target Date N/R | — | — | — | $3.9M | 2.0% | |
| Retirement R6 JPMorgan Mid Cap Value Portfolio N/R | — | — | — | $3.7M | 2.0% | |
| VY JPM MdCp Value Port I Registered Investment Company | — | — | — | $3.7M | 2.0% | |
| Wilmington Trust, N.A. International Advantage Portfolio N/R | — | — | — | $3.7M | 2.0% | |
| MSIF Intl Advantage Port R6 Registered Investment Company | — | — | — | $3.7M | 2.0% | |
| Participant Loans Interest rates: 4.25% - 9.5% $0 | — | — | — | $3.5M | 1.8% | |
| PIONEER BOND FUND TRUST - CLASS R1 WILMINGTON TRUST, N.A. · EIN 81-5420248 / PN 291 | Common Collective Trust | — | — | $3.0M | 1.6% | |
| Money Market Funds PIMCO Government Money Market N/R | — | — | — | $2.6M | 1.4% | |
| BNY Mellon BNY Mellon Global Stock Fund Y N/R | — | — | — | $1.8M | 0.9% | |
| Pioneer Investments Pioneer High Yield Bond Fund - Class Y N/R | — | — | — | $1.6M | 0.8% | |
| American Funds American Funds 2065 Target Date N/R | — | — | — | $1.5M | 0.8% | |
| Retirement R6 Thornburg Limited Term Income Fund N/R | — | — | — | $1.2M | 0.6% | |
| Thornburg Lmtd Trm Inc Fd R5 Registered Investment Company | — | — | — | $1.2M | 0.6% | |
| BlkRck EAFE Equity Index Fnd R Common Collective Trust | — | — | — | $1.1M | 0.6% | |
| BLACKROCK EAFE EQUITY INDEX FUND R WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| Class R5 American Funds American Funds 2020 Target Date N/R | — | — | — | $979K | 0.5% | |
| Cohen & Steers Cohen & Steers Inst RI Shares N/R | — | — | — | $768K | 0.4% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $604K | 0.3% | |
| American Funds American Funds 2010 Target Date N/R | — | — | — | $544K | 0.3% | |
| Retirement R6 The Vanguard Group Inc. Vanguard Total Stock Market Index Fund N/R | — | — | — | $541K | 0.3% | |
| Vangrd Tot St Mkt Indx Fd Adm Registered Investment Company | — | — | — | $541K | 0.3% | |
| Admiral PIMCO Real Return Fund - Class N/R | — | — | — | $479K | 0.3% | |
| Admin. American Funds American Funds 2015 Target Date N/R | — | — | — | $360K | 0.2% | |
| Fund Institutional Fund * Voya Retirement Insurance and Voya Money Market Fund - Class A N/R | — | — | — | $235K | 0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | — | — | — | $235K | 0.1% | |
| American Funds 2070 R6 Registered Investment Company | — | — | — | $117K | <0.1% |
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