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Original filing (PDF)20251013144533NAL0001452833001
MASONITE CORPORATION
Form 5500
FILING_RECEIVED
MASONITE SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES
401(k) retirement plan
Signals · 2
30% in single holdingNo recordkeeper disclosed
Active participants
450
Accounts w/ balance
396
Plan assets (EOY)
$28.9M
Net assets (EOY)
$28.9M
How this plan invests
This plan
2 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
85
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "MORLEY STABLE VALUE FEE CL245 Common Collective Trust Fund" is 30% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
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
102
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
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 |
|---|---|---|---|---|---|
| WINDHAM BRANNON PC | 58-1763439 | — | NONE | $16K | — |
| AFS ADVISORS LLC | 27-4398433 | — | NONE | $15K | — |
| NFP RETIREMENT INC | 33-0905143 | — | NONE | $15K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $8K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
Investments
24 direct securities · 2 pooled funds· $28.9M(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
$20.2M
24 holdings
Common Collective Trust
$8.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $8.6M | 29.8% | |
| PRINCIPAL BLUE CHIP INST Registered Investment Company | — | — | — | $2.8M | 9.8% | |
| AMERICAN FUNDS 2030 TDR R5E Registered Investment Company | — | — | — | $2.3M | 8.0% | |
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $2.2M | 7.6% | |
| AMERICAN FUNDS 2040 TDR R5E Registered Investment Company | — | — | — | $1.4M | 5.0% | |
| AMERICAN FUNDS 2035 TDR R5E Registered Investment Company | — | — | — | $1.4M | 4.7% | |
| AMERICAN FUNDS 2025 TDR R5E Registered Investment Company | — | — | — | $1.2M | 4.2% | |
| AMERICAN FUNDS 2045 TDR R5E Registered Investment Company | — | — | — | $1.2M | 4.2% | |
| AMERICAN FUNDS 2050 TDR R5E Registered Investment Company | — | — | — | $1.1M | 3.9% | |
| COLUMBIA DIVIDEND INCOME INST2 Registered Investment Company | — | — | — | $977K | 3.4% | |
| PARTICIPANT LOANS (5.25% - 10.50%) | — | — | — | $891K | 3.1% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | — | — | — | $816K | 2.8% | |
| AMERICAN FUNDS 2020 TDR R5E Registered Investment Company | — | — | — | $775K | 2.7% | |
| CARILLON SCOUT MID CAP I Registered Investment Company | — | — | — | $602K | 2.1% | |
| MFS INTL DIVERSIFICATION CL R4 Registered Investment Company | — | — | — | $539K | 1.9% | |
| AMERICAN FUNDS 2055 TDR R5E Registered Investment Company | — | — | — | $436K | 1.5% | |
| JP MORGAN CORE PLUS BOND I Registered Investment Company | — | — | — | $418K | 1.4% | |
| AMER FUNDS 2010 TRGT DATE R5E Registered Investment Company | — | — | — | $232K | 0.8% | |
| AMERICAN FUNDS 2060 TDR R5E Registered Investment Company | — | — | — | $192K | 0.7% | |
| SCH TREAS INFL PRO SECS IDX Registered Investment Company | — | — | — | $161K | 0.6% | |
| PGIM HIGH YIELD R4 Registered Investment Company | — | — | — | $155K | 0.5% | |
| FIDELITY US BOND INDEX Registered Investment Company | — | — | — | $125K | 0.4% | |
| FIDELITY TOTAL INTERN INDEX Registered Investment Company | — | — | — | $108K | 0.4% | |
| EMERGING MARKETS FD II CLASSI1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $102K | 0.4% | |
| PRINCIPAL GLB REAL EST SEC INS Registered Investment Company | — | — | — | $33K | 0.1% | |
| MASSMUTUAL SMALL CAP OPPS R5 Registered Investment Company | — | — | — | $20K | <0.1% |
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