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Original filing (PDF)20251003052226NAL0001108481001
SHASTA INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
SHASTA POOLS 401(K) PLAN
401(k) retirement plan
Active participants
243
Accounts w/ balance
333
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
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 (33 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHASTA INDUSTRIES, INC..
Plan sponsor
Name
SHASTA INDUSTRIES, INC.
EIN
86-6054268
Address
3750 W INDIAN SCHOOL RD · PHOENIX, AZ · 85019
Phone
(602) 532-4860
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, 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 | $27K | — |
Investments
25 direct securities · 1 pooled fund· $8.0M(98% 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
$7.4M
25 holdings
Common Collective Trust
$618K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $1.0M | 12.7% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $772K | 9.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $747K | 9.1% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $652K | 8.0% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $618K | 7.6% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $604K | 7.4% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $560K | 6.8% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $456K | 5.6% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $442K | 5.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $416K | 5.1% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $320K | 3.9% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $270K | 3.3% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $215K | 2.6% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $204K | 2.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $118K | 1.4% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $95K | 1.2% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $93K | 1.1% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $93K | 1.1% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $87K | 1.1% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $81K | 1.0% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $47K | 0.6% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $42K | 0.5% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $26K | 0.3% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $20K | 0.2% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $5K | <0.1% |
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