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Original filing (PDF)20251015083232NAL0005684400001
MASSARO CONSTRUCTION GROUP, INC.
Form 5500
FILING_RECEIVED
MASSARO CONSTRUCTION GROUP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
82
Accounts w/ balance
129
Plan assets (EOY)
$19.9M
Net assets (EOY)
$19.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
27 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 (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASSARO CONSTRUCTION GROUP, INC..
Plan sponsor
Name
MASSARO CONSTRUCTION GROUP, INC.
EIN
46-4239983
Address
120 DELTA DRIVE · PITTSBURGH, PA · 15238
Phone
(412) 260-1385
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
2025-10-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
H2R CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | NONE | $18K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $5K | — |
Investments
25 direct securities · 2 pooled funds· $19.6M(98% 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
$15.5M
25 holdings
Common Collective Trust
$4.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth K Fidelity 0 | — | — | — | $3.9M | 19.7% | |
| Fidelity 500 Index Fund Fidelity 0 | — | — | — | $3.4M | 16.9% | |
| PUTNAM LARGE CAP VALUE TRUST II U GREAT GRAY TRUST · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $2.9M | 14.6% | |
| Fidelity Advisor Diversified Intl Z Fidelity 0 | — | — | — | $1.1M | 5.7% | |
| FEDERATED HERMES TOTAL RETURN BOND GREAT GRAY TRUST · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $1.1M | 5.7% | |
| Allspring Short Duration Govt Bond R6 Allspring 0 | — | — | — | $899K | 4.5% | |
| BlackRock Mid-Cap Value I BlackRock 0 | — | — | — | $815K | 4.1% | |
| JPMorgan Mid Cap Growth R6 JPMorgan 0 | — | — | — | $784K | 3.9% | |
| Fidelity Advisor Small Cap Value Z Fidelity 0 | — | — | — | $774K | 3.9% | |
| Fidelity Small Cap Growth Z Fidelity 0 | — | — | — | $724K | 3.6% | |
| Macquarie Emerging Markets R6 Macquarie 0 | — | — | — | $577K | 2.9% | |
| American Funds Trgt Date Ret 2040 R6 American Funds 0 | — | — | — | $473K | 2.4% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $358K | 1.8% | |
| Vanguard High Yield Corp Adm Vanguard 0 | — | — | — | $334K | 1.7% | |
| American Funds Trgt Date Ret 2050 R6 American Funds 0 | — | — | — | $257K | 1.3% | |
| American Funds Trgt Date Ret 2035 R6 American Funds 0 | — | — | — | $213K | 1.1% | |
| American Funds Trgt Date Ret 2030 R6 American Funds 0 | — | — | — | $175K | 0.9% | |
| American Funds Trgt Date Ret 2025 R6 American Funds 0 | — | — | — | $152K | 0.8% | |
| American Funds Trgt Date Ret 2055 R6 American Funds 0 | — | — | — | $151K | 0.8% | |
| American Funds Trgt Date Ret 2045 R6 American Funds 0 | — | — | — | $141K | 0.7% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $105K | 0.5% | |
| American Funds Trgt Date Ret 2020 R6 American Funds 0 | — | — | — | $77K | 0.4% | |
| American Funds Trgt Date Ret 2060 R6 American Funds 0 | — | — | — | $74K | 0.4% | |
| Fidelity Small Cap Index Fidelity 0 | — | — | — | $14K | <0.1% | |
| Fidelity Total International Index Fidelity 0 | — | — | — | $9K | <0.1% | |
| American Funds Trgt Date Ret 2065 R6 American Funds 0 | — | — | — | $5K | <0.1% | |
| Fidelity Mid Cap Index Fidelity 0 | — | — | — | $4K | <0.1% |
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