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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 rows
Other
2
NameEINLocationRelationDirect compIndirect comp
GLOBAL RETIREMENT PARTNERSSAN RAFAEL, CANONE$18K
ASCENSUS LLC11-3665754NONE$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
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Fidelity Blue Chip Growth K Fidelity 0$3.9M19.7%
Fidelity 500 Index Fund Fidelity 0$3.4M16.9%
PUTNAM LARGE CAP VALUE TRUST II U
GREAT GRAY TRUST · EIN 86-1899009 / PN 676
Common Collective Trust
$2.9M14.6%
Fidelity Advisor Diversified Intl Z Fidelity 0$1.1M5.7%
FEDERATED HERMES TOTAL RETURN BOND
GREAT GRAY TRUST · EIN 85-3992542 / PN 652
Common Collective Trust
$1.1M5.7%
Allspring Short Duration Govt Bond R6 Allspring 0$899K4.5%
BlackRock Mid-Cap Value I BlackRock 0$815K4.1%
JPMorgan Mid Cap Growth R6 JPMorgan 0$784K3.9%
Fidelity Advisor Small Cap Value Z Fidelity 0$774K3.9%
Fidelity Small Cap Growth Z Fidelity 0$724K3.6%
Macquarie Emerging Markets R6 Macquarie 0$577K2.9%
American Funds Trgt Date Ret 2040 R6 American Funds 0$473K2.4%
Vanguard Federal Money Market Inv Vanguard 0$358K1.8%
Vanguard High Yield Corp Adm Vanguard 0$334K1.7%
American Funds Trgt Date Ret 2050 R6 American Funds 0$257K1.3%
American Funds Trgt Date Ret 2035 R6 American Funds 0$213K1.1%
American Funds Trgt Date Ret 2030 R6 American Funds 0$175K0.9%
American Funds Trgt Date Ret 2025 R6 American Funds 0$152K0.8%
American Funds Trgt Date Ret 2055 R6 American Funds 0$151K0.8%
American Funds Trgt Date Ret 2045 R6 American Funds 0$141K0.7%
Vanguard Balanced Index Adm Vanguard 0$105K0.5%
American Funds Trgt Date Ret 2020 R6 American Funds 0$77K0.4%
American Funds Trgt Date Ret 2060 R6 American Funds 0$74K0.4%
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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