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Original filing (PDF)20251001124521NAL0012624929001
MASSANA, INC.
Form 5500
FILING_RECEIVED
MASSANA, INC. EMPLOYEES SAVINGS TRUST
401(k) retirement plan
Active participants
132
Accounts w/ balance
164
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASSANA, INC..
Plan sponsor
Name
MASSANA, INC.
EIN
26-2005142
Address
550 COWETA INDUSTRIAL PARKWAY STE 1 · NEWNAN, GA · 30265
Phone
(770) 632-2081
Industry
Constructionsee 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
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FRAZIER & DEETER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | — | JERSEY CITY, NJ | INVESTMENT ADVISOR | $13K | — |
| SECURITIES AMERICA ADVISORS INC | — | LAVISTA, NE | INVESTMENT ADVISOR | $12K | — |
Investments
30 direct securities· $7.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Am Funds 2040 Target Date Fund Mutual Fund | — | — | — | $1.4M | 20.6% | |
| Am Funds 2035 Target Date Fund Mutual Fund | — | — | — | $771K | 11.0% | |
| Am Funds 2020 Target Date Fund Mutual Fund | — | — | — | $626K | 9.0% | |
| Am Fund Growth Fund of Amer Mutual Fund | — | — | — | $568K | 8.1% | |
| Am Funds 2030 Target Date Fund Mutual Fund | — | — | — | $551K | 7.9% | |
| Am Funds 2025 Target Date Fund Mutual Fund | — | — | — | $372K | 5.3% | |
| Am Fund Fundamental Investors Mutual Fund | — | — | — | $371K | 5.3% | |
| Am Funds 2055 Target Date Fund Mutual Fund | — | — | — | $302K | 4.3% | |
| Pgim Total Return Bond Mutual Fund | — | — | — | $260K | 3.7% | |
| Am Fund Invmt Co of Amer Mutual Fund | — | — | — | $235K | 3.4% | |
| JHancock Disciplined Value Mid Cap Mutual Fund | — | — | — | $155K | 2.2% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $141K | 2.0% | |
| Am Funds 2045 Target Date Fund Mutual Fund | — | — | — | $140K | 2.0% | |
| Am Fund Income Fund of Amer Mutual Fund | — | — | — | $135K | 1.9% | |
| Am Funds 2060 Target Date Fund Mutual Fund | — | — | — | $128K | 1.8% | |
| Am Fund New Perspective Mutual Fund | — | — | — | $96K | 1.4% | |
| Am Funds 2065 Target Date Fund Mutual Fund | — | — | — | $96K | 1.4% | |
| Am Fund Europacific Gr Mutual Fund | — | — | — | $94K | 1.4% | |
| Neuberger Berman Real Estate Mutual Fund | — | — | — | $88K | 1.3% | |
| Vanguard Small Cap Index Fund - Admiral Mutual Fund | — | — | — | $83K | 1.2% | |
| Am Fund New World Mutual Fund | — | — | — | $71K | 1.0% | |
| Lord Abbett Bond Debenture R6 Mutual Fund | — | — | — | $63K | 0.9% | |
| Am Fund Bond Fund of Amer Mutual Fund | — | — | — | $45K | 0.6% | |
| Am Funds 2015 Target Date Fund Mutual Fund | — | — | — | $35K | 0.5% | |
| T. Rowe Price Small-Cap Value I Mutual Fund | — | — | — | $27K | 0.4% | |
| Am Fund Capital World Bond Mutual Fund | — | — | — | $26K | 0.4% | |
| Am Fund American Hi Inc TR R6 Mutual Fund | — | — | — | $19K | 0.3% | |
| Am Funds 2050 Target Date Fund Mutual Fund | — | — | — | $16K | 0.2% | |
| Am Fund US Govt Money Market Mutual Fund 134 Columbia Dividend Inc Instl 3 Mutual Fund | — | — | — | $15K | 0.2% | |
| Janus Henderson Global Equity Income Mutual Fund | — | — | — | $8K | 0.1% |