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Original filing (PDF)20251002155245NAL0001612546001
MASSEY SERVICES, INC.
Form 5500
FILING_RECEIVED
MASSEY SERVICES, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
2,413
Accounts w/ balance
2,989
Plan assets (EOY)
$105.8M
Net assets (EOY)
$105.8M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 147% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASSEY SERVICES, INC..
Plan sponsor
Name
MASSEY SERVICES, INC.
EIN
59-2557150
Address
315 GROVELAND ST · ORLANDO, FL · 328044052
Phone
(407) 645-2500
Industry
Admin Support & Waste Mgmtsee 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
SAS ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE AMERICA RETIREMENT SERVICES LLC | 46-5378846 | INDIANAPOLIS, IN | RECORDKEEPER | $221K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCE INVESTMENT ADVISORS | 43-1451524 | LEAWOOD, KS | ADVISOR | $40K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | TRUST CO | — | — |
Investments
29 direct securities · 1 pooled fund· $102.1M(97% 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
$95.4M
29 holdings
Common Collective Trust
$6.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | — | — | — | $8.6M | 8.1% | |
| Alliance Bernstein AB Large Cap Growth Fund Z | — | — | — | $8.2M | 7.8% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $7.0M | 6.6% | |
| APEX GUARANTEED RATE STABLE VALUE F THE STANDARD FINANCIAL GROUP · EIN 93-0242990 / PN 001 | Common Collective Trust | — | — | $6.7M | 6.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $6.7M | 6.3% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $6.0M | 5.7% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $5.8M | 5.5% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $5.3M | 5.0% | |
| Vanguard 500 Index Fund | — | — | — | $5.3M | 5.0% | |
| Oakmark Equity & Income Fund Class I | — | — | — | $5.0M | 4.7% | |
| Vanguard Target Retirement Income Fund | — | — | — | $4.7M | 4.5% | |
| maturities through August 2034 | — | — | — | $3.7M | 3.5% | |
| Vanguard Target Retirement 2015 Fund | — | — | — | $3.4M | 3.2% | |
| Massachusetts Financial Services MFS Value Fund Class R6 | — | — | — | $3.4M | 3.2% | |
| American Beacon American Beacon Small Cap Value Fund | — | — | — | $2.9M | 2.7% | |
| American Funds American EuroPacific Growth R6 Fund | — | — | — | $2.7M | 2.5% | |
| Oppenheimer International Diversified I Fund | — | — | — | $2.6M | 2.5% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.5M | 2.3% | |
| Wells Fargo Wells Fargo Advantage Discovery Fund R6 | — | — | — | $2.2M | 2.1% | |
| American Funds American New Perspective Fund Class R6 | — | — | — | $1.9M | 1.8% | |
| Pioneer Bond Fund Y | — | — | — | $1.6M | 1.5% | |
| Janus Henderson Janus Henderson Enterprise Fund Class N | — | — | — | $1.6M | 1.5% | |
| Vanguard Target Retirement Income Fund Inv | — | — | — | $1.1M | 1.1% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $739K | 0.7% | |
| Vanguard GNMA Fund | — | — | — | $642K | 0.6% | |
| John Hancock John Hancock Disciplined Value Mid Cap III Fund | — | — | — | $502K | 0.5% | |
| Vanguard Explorer Fund | — | — | — | $417K | 0.4% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares Fund | — | — | — | $374K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $256K | 0.2% | |
| Vanguard Small Cap Index Fund | — | — | — | $225K | 0.2% |