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Original filing (PDF)20251007052617NAL0007386928001
MASS DESIGN GROUP LTD
Form 5500
FILING_RECEIVED
MASS DESIGN GROUP LTD 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
80
Accounts w/ balance
138
Plan assets (EOY)
$4.5M
Net assets (EOY)
$4.5M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "VAN TARGET RETIRE 2050" is 26% of plan.
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASS DESIGN GROUP LTD.
Plan sponsor
Name
MASS DESIGN GROUP LTD
EIN
61-1659704
Address
1 CHANDLER ST · BOSTON, MA · 02116
Phone
(857) 233-5788
Industry
Professional & Technical Servicessee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN AND COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $820 | — |
Investments
28 direct securities · 1 pooled fund· $4.5M(99% 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.
Registered Investment Companies
$4.4M
28 holdings
Common Collective Trust
$28K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.2M | 25.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $833K | 18.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $723K | 16.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $329K | 7.3% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $325K | 7.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $256K | 5.7% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $255K | 5.7% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $113K | 2.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $77K | 1.7% | |
| MFS TECHNOLOGY FUND - R6 | Registered Investment Companies | — | — | $45K | 1.0% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $39K | 0.9% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $35K | 0.8% | |
| DFA ENHANCED US LARGE CO INST | Registered Investment Companies | — | — | $33K | 0.7% | |
| COLUMBIA CONTRARIAN CORE - I3 | Registered Investment Companies | — | — | $31K | 0.7% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $28K | 0.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $28K | 0.6% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $27K | 0.6% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $27K | 0.6% | |
| EV ATLANTA CAPITAL SMID CAP R6 | Registered Investment Companies | — | — | $25K | 0.6% | |
| INVESCO DIVERSIFIED DIV R6 | Registered Investment Companies | — | — | $22K | 0.5% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $14K | 0.3% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $14K | 0.3% | |
| FRANKLIN UTILITIES FUND - R6 | Registered Investment Companies | — | — | $12K | 0.3% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $6K | 0.1% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $6K | 0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $5K | 0.1% | |
| COLUMBIA LARGE CAP GROWTH I3 | Registered Investment Companies | — | — | $5K | 0.1% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1K | <0.1% |
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