Shane Davis signed Masterbrand Cabinets LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Masterbrand Cabinets LLC's EIN is 13-3346717.
Download the official 2024 Form 5500 (PDF) for Masterbrand Cabinets LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Masterbrand Cabinets LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
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 | $116K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BTC EQUITY INDEX J BLACKROCK INST. TRUST COMPANY, N.A. · EIN 35-2439538 / PN 001 | Common Collective Trust | — | — | $10.9M | 18.5% | |
| BlackRock LifePath Index 2055 Fund w | Other securities | — | — | $6.1M | 10.3% | |
| BTC LPTH IDX 2055 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1102204 / PN 001 | Common Collective Trust | — | — | $6.1M | 10.3% | |
| BlackRock LifePath Index Retirement Fund | Other securities | — | — | $6.0M | 10.1% | |
| BTC LPATH IDX RET W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1103620 / PN 001 | Common Collective Trust | — | — | $6.0M | 10.1% | |
| Collective Investment Trust Funds BlackRock LifePath Index 2030 Fund w | Common Collective Trusts | — | — | $5.7M | 9.7% | |
| BTC LPTH IDX 2030 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1035932 / PN 001 | Common Collective Trust | — | — | $5.7M | 9.7% | |
| BlackRock LifePath Index 2050 Fund w | Other securities | — | — | $5.5M | 9.3% | |
| BTC LPTH IDX 2050 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1081397 / PN 001 | Common Collective Trust | — | — | $5.5M | 9.3% | |
| BlackRock LifePath Index 2035 Fund w | Other securities | — | — | $5.5M | 9.2% | |
| BTC LPTH IDX 2035 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1053383 / PN 001 | Common Collective Trust | — | — | $5.5M | 9.2% | |
| BlackRock LifePath Index 2060 Fund w | Other securities | — | — | $5.5M | 9.2% | |
| BTC LPTH IDX 2060 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1102365 / PN 001 | Common Collective Trust | — | — | $5.5M | 9.2% | |
| BlackRock LifePath Index 2040 Fund w | Other securities | — | — | $4.1M | 7.0% | |
| BTC LPTH IDX 2040 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1054299 / PN 001 | Common Collective Trust | — | — | $4.1M | 7.0% | |
| BlackRock LifePath Index 2045 Fund w | Other securities | — | — | $4.0M | 6.8% | |
| BTC LPTH IDX 2045 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1081115 / PN 001 | Common Collective Trust | — | — | $4.0M | 6.8% | |
| BlackRock LifePath Index 2065 Fund w | Other securities | — | — | $1.6M | 2.7% | |
| BTC LPTH IDX 2065 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1130439 / PN 001 | Common Collective Trust | — | — | $1.6M | 2.7% | |
| Invesco Stable Value B1 | Stable Value | — | — | $1.5M | 2.5% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.5% | |
| BTC EXTENDED MKTS K BLACKROCK INST. TRUST COMPANY, N.A. · EIN 94-3199860 / PN 001 | Common Collective Trust | — | — | $933K | 1.6% | |
| Self-Directed Brokerage Account ** Brokerage Services Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $672K | 1.1% | |
| BTC TOTAL RETURN L BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 93-2706044 / PN 001 | Common Collective Trust | — | — | $450K | 0.8% | |
| Segall Bryant Segall Bryant & Hamill Small Cap Value Fund Institutional Class | Other securities | — | — | $311K | 0.5% | |
| William Blair William Blair Small-Cap Growth Fund Class R6 | Other securities | — | — | $244K | 0.4% | |
| Dodge & Cox Dodge & Cox International Stock Fund | Mutual Funds | — | — | $128K | 0.2% | |
| BTC ACWI EX US IMI L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-1538506 / PN 001 | Common Collective Trust | — | — | $43K | <0.1% | |
| BTC US DEBT INDEX M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4395752 / PN 001 | Common Collective Trust | — | — | $20K | <0.1% | |
| BTC STR COMP NL M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| BTC TOTAL RETURN L BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 94-3112180 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BTC LPTH IDX 2025 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1035812 / PN 001 | 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.
