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Original filing (PDF)20251003101540NAL0000748963001
MASON CONSTRUCTION, LLC
Form 5500
FILING_RECEIVED
MASON CONSTRUCTION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
402
Accounts w/ balance
331
Plan assets (EOY)
$38.0M
Net assets (EOY)
$38.0M
How this plan invests
This plan
1 pooled trust
Schedule D
26 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 (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASON CONSTRUCTION, LLC.
Plan sponsor
Name
MASON CONSTRUCTION, LLC
EIN
74-1675517
Address
P.O.BOX 20057 · BEAUMONT, TX · 77720
Phone
(409) 842-4455
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WATHEN DESHONG & JUNCKER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
Investments
25 direct securities · 1 pooled fund· $38.0M(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
$37.1M
25 holdings
Common Collective Trust
$817K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Target Date 2035 Fund Registered Investment Company | — | — | $6.3M | $7.9M | 20.9% | |
| American Funds Target Date 2040 Fund Registered Investment Company | — | — | $3.3M | $4.2M | 10.9% | |
| American Funds Target Date 2045 Fund Registered Investment Company | — | — | $3.2M | $4.1M | 10.7% | |
| MFS Growth R6 Registered Investment Company | — | — | $2.7M | $3.7M | 9.7% | |
| American Funds Target Date 2025 Fund Registered Investment Company | — | — | $2.4M | $2.7M | 7.1% | |
| American Funds Target Date 2030 Fund Registered Investment Company | — | — | $1.7M | $1.9M | 5.1% | |
| T. Rowe Price Capital Appreciation Fund I Registered Investment Company | — | — | $1.8M | $1.9M | 4.9% | |
| American Funds Target Date 2050 Fund Registered Investment Company | — | — | $1.5M | $1.8M | 4.8% | |
| American Funds Target Date 2055 Fund Registered Investment Company | — | — | $1.4M | $1.7M | 4.4% | |
| American Funds Target Date 2060 Fund Registered Investment Company | — | — | $981K | $1.2M | 3.1% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | $752K | $929K | 2.4% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | $749K | $817K | 2.2% | |
| MFS Value Fund Class R6 Registered Investment Company | — | — | $662K | $693K | 1.8% | |
| American Funds Target Date 2010 Fund Registered Investment Company 36 American Funds Target Date 2020 Fund Registered Investment Company | — | — | $631K | $671K | 1.8% | |
| Fidelity Investments Institutional Participant notes receivable N/A | — | — | — | $656K | 1.7% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | $384K | $519K | 1.4% | |
| Fidelity US Bond Index Fund Registered Investment Company | — | — | $437K | $427K | 1.1% | |
| American Funds Target Date 2015 Fund Registered Investment Company | — | — | $337K | $360K | 0.9% | |
| Victory S SMCO OP R6 Registered Investment Company | — | — | $320K | $323K | 0.9% | |
| American Century Mid Cap Value Fund R6 Class Registered Investment Company | — | — | $336K | $318K | 0.8% | |
| American Funds Europacific Growth Fund Registered Investment Company | — | — | $335K | $317K | 0.8% | |
| Allspring Core Plus Bond Fund Registered Investment Company | — | — | $350K | $301K | 0.8% | |
| Vanguard REIT Index Fund Admiral Shares Registered Investment Company | — | — | $274K | $291K | 0.8% | |
| J P Morgan Mid Cap Equity Fund Registered Investment Company | — | — | $238K | $283K | 0.7% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | $48K | $50K | 0.1% | |
| American Funds Capital Income Builder Fund Registered Investment Company | — | — | $20K | $22K | <0.1% |
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