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MASS INGENUITY INC — MASS INGENUITY INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250407150231NAL0016425969001
MASS INGENUITY INC
Form 5500-SF
FILING_RECEIVED
MASS INGENUITY INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
9
Accounts w/ balance
11
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MASS INGENUITY INC
.
Find decision makers
Plan sponsor
Name
MASS INGENUITY INC
EIN
84-3239173
Address
805 SW BROADWAY STE 1500 · PORTLAND, OR · 972053325
Phone
(503) 505-9858
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-07
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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$1.1M · 22 participants
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HBB PRO SALES GROUP, INC. 401(K) PLAN
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DENTIST AT LINCOLN GREEN
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$1.1M · 12 participants
SHAUN T. INC.
SHAUN T. INC. 401(K) PROFIT SHARING PLAN
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G. B. HASTIE FENCE CO., INC.
G. B. HASTIE FENCE CO., INC. PREVAILING WAGE PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.1M · 53 participants
DONEGAN OPTICAL COMPANY, INC.
DONEGAN OPTICAL COMPANY, INC. 401(K) PLAN
$1.1M · 14 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
