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Original filing (PDF)20251013141553NAL0003217586001
MASONITE CORPORATION
Form 5500
FILING_RECEIVED
MASONITE SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,516
Accounts w/ balance
5,211
Plan assets (EOY)
$324.4M
Net assets (EOY)
$324.4M
How this plan invests
This plan
4 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASONITE CORPORATION.
Plan sponsor
Name
MASONITE CORPORATION
EIN
64-0198020
Address
1001 E. PALM AVE · TAMPA, FL · 33605
Phone
(866) 554-4054
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
101
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
WINDHAM BRANNON, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $353K | — |
| NFP RETIREMENT INC | 33-0905143 | — | NONE | $20K | — |
| WINDHAM BRANNON PC | 58-1763439 | — | NONE | $18K | — |
| AFS ADVISORS LLC | 27-4398433 | — | NONE | $10K | — |
| 401 K ADVISORS INC | 33-0905143 | — | NONE | $10K | — |
Investments
25 direct securities · 4 pooled funds· $324.4M(100% 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
$273.5M
25 holdings
Common Collective Trust
$50.9M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $45.9M | 14.2% | |
| AMERICAN FUNDS TRGTDT 2035 R6 Registered Investment Company | — | — | — | $31.0M | 9.5% | |
| AMERICAN FUNDS TRGTDT 2030 R6 Registered Investment Company | — | — | — | $24.6M | 7.6% | |
| BLUE CHIP EQUITY FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 81-2446596 / PN 001 | Common Collective Trust | — | — | $24.5M | 7.6% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $22.7M | 7.0% | |
| AMERICAN FUNDS TRGTDT 2040 R6 Registered Investment Company | — | — | — | $21.4M | 6.6% | |
| AMERICAN FUNDS TRGTDT 2045 R6 Registered Investment Company | — | — | — | $18.0M | 5.5% | |
| CARILLON SCOUT MID CAP I Registered Investment Company | — | — | — | $15.3M | 4.7% | |
| AMERICAN FUNDS TRGTDT 2050 R6 Registered Investment Company | — | — | — | $15.2M | 4.7% | |
| AMERICAN FUNDS TRGTDT 2025 R6 Registered Investment Company | — | — | — | $14.1M | 4.4% | |
| AMERICAN FUNDS TRGTDT 2055 R6 Registered Investment Company | — | — | — | $12.5M | 3.9% | |
| COLUMBIA DIVIDEND INC FD INST Registered Investment Company | — | — | — | $11.0M | 3.4% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | — | — | — | $10.5M | 3.2% | |
| MFS INTL DIVERSIFICATION CL R6 Registered Investment Company | — | — | — | $9.5M | 2.9% | |
| AMERICAN FUNDS TRGTDT 2060 R6 Registered Investment Company | — | — | — | $6.6M | 2.0% | |
| PARTICIPANT LOANS (4.25% - 10.50%) | — | — | — | $6.5M | 2.0% | |
| AMERICAN FUNDS TRGTDT 2020 R6 Registered Investment Company | — | — | — | $4.8M | 1.5% | |
| PGIM HIGH YIELD R6 Registered Investment Company | — | — | — | $4.2M | 1.3% | |
| FIDELITY US BOND INDEX Registered Investment Company | — | — | — | $4.1M | 1.3% | |
| AMERICAN FUNDS TRGTDT 2065 R6 Registered Investment Company | — | — | — | $3.6M | 1.1% | |
| FIDELITY TOTAL INTERN INDEX Registered Investment Company | — | — | — | $3.5M | 1.1% | |
| JP MORGAN CORE PLUS BOND I Registered Investment Company | — | — | — | $3.4M | 1.1% | |
| SCH TREAS INFL PRO SECS IDX Registered Investment Company | — | — | — | $3.2M | 1.0% | |
| EMERGING MARKETS FD II CLASSI1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.7% | |
| PRINCIPAL GLOBAL RS SEC R6 Registered Investment Company | — | — | — | $2.0M | 0.6% | |
| RELIANCE TR CO SVF CIT SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.3M | 0.4% | |
| MASSMUTUAL SMALL CAP OPPS I Registered Investment Company | — | — | — | $1.1M | 0.4% | |
| AMERICAN FUNDS TRGTDT 2015 R6 Registered Investment Company | — | — | — | $806K | 0.2% | |
| AMERICAN FUNDS TRGTDT 2010 R6 Registered Investment Company | — | — | — | $470K | 0.1% |
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