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Original filing (PDF)20250724092555NAL0002350595001
MASABA, INC.
Form 5500
FILING_RECEIVED
MASABA, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
143
Accounts w/ balance
133
Plan assets (EOY)
$8.6M
Net assets (EOY)
$8.6M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASABA, INC..
Plan sponsor
Name
MASABA, INC.
EIN
42-1505445
Address
1617 317TH STREET · PO BOX 345 · VERMILLION, SD · 570690345
Phone
(605) 624-9555
Industry
Manufacturingsee 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
2025-07-24
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
HENJES, CONNER & WILLIAMS, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE | 84-1233483 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1233483 | — | INVESTMENT MANAGER | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED PLAN CONSULTANTS | 20-0223513 | — | CONTRACT ADMIN | $3K | — |
Investments
21 direct securities · 1 pooled fund· $16.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$8.4M
21 holdings
Pooled Separate Account
$8.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $8.2M | 95.5% | |
| American Funds TD 2050 | — | — | — | $1.4M | 16.2% | |
| American Funds TD 2040 | — | — | — | $1.0M | 11.7% | |
| American Funds Growth Fund Amer | — | — | — | $721K | 8.4% | |
| American Funds Washington Mutual | — | — | — | $589K | 6.8% | |
| American Funds TD 2055 | — | — | — | $543K | 6.3% | |
| Invesco Small Cap Equity | — | — | — | $473K | 5.5% | |
| American Funds Income Fund Amer | — | — | — | $450K | 5.2% | |
| American Funds TD 2030 | — | — | — | $418K | 4.9% | |
| JP Morgan Mid Cap Growth | — | — | — | $384K | 4.5% | |
| American Funds Inv Comp America | — | — | — | $384K | 4.5% | |
| American Funds Capital World Gr & Inc. | — | — | — | $343K | 4.0% | |
| American Century Mid Cap Value | — | — | — | $318K | 3.7% | |
| American Funds TD 2060 | — | — | — | $272K | 3.2% | |
| American Funds TD 2035 | — | — | — | $228K | 2.6% | |
| American Funds TD 2020 | — | — | — | $223K | 2.6% | |
| Fixed Account | — | — | — | $177K | 2.1% | |
| PIMCO Total Return | — | — | — | $177K | 2.1% | |
| American Century International Gr | — | — | — | $126K | 1.5% | |
| American Funds TD 2045 | — | — | — | $119K | 1.4% | |
| American Funds TD 2025 | — | — | — | $49K | 0.6% | |
| American Funds TD 2065 | — | — | — | $4K | <0.1% |