Shane Davis signed Masterbrand, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Masterbrand, Inc.'s EIN is 88-3479920.
Download the official 2024 Form 5500 (PDF) for Masterbrand, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Masterbrand, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $407K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $109K | — |
| AON CONSULTING, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BTC EQUITY INDEX J BLACKROCK INST. TRUST COMPANY, N.A. · EIN 35-2439538 / PN 001 | Common Collective Trust | — | — | $137.8M | 25.3% | |
| BlackRock LifePath Index 2030 | Other securities | — | — | $48.3M | 8.9% | |
| BTC LPTH IDX 2030 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1035932 / PN 001 | Common Collective Trust | — | — | $48.3M | 8.9% | |
| BTC LPTH IDX 2040 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1054299 / PN 001 | Common Collective Trust | — | — | $48.1M | 8.8% | |
| BlackRock LifePath Index 2040 | Other securities | — | — | $48.1M | 8.8% | |
| BTC LPTH IDX 2035 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1053383 / PN 001 | Common Collective Trust | — | — | $47.5M | 8.7% | |
| BlackRock LifePath Index 2035 | Other securities | — | — | $47.5M | 8.7% | |
| BlackRock LifePath Index Retirement | Other securities | — | — | $40.1M | 7.4% | |
| BTC LPATH IDX RET W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1103620 / PN 001 | Common Collective Trust | — | — | $40.1M | 7.4% | |
| BlackRock LifePath Index 2045 | Other securities | — | — | $36.7M | 6.7% | |
| BTC LPTH IDX 2045 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1081115 / PN 001 | Common Collective Trust | — | — | $36.7M | 6.7% | |
| BlackRock LifePath Index 2050 | Other securities | — | — | $30.1M | 5.5% | |
| BTC LPTH IDX 2050 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1081397 / PN 001 | Common Collective Trust | — | — | $30.1M | 5.5% | |
| BlackRock LifePath Index 2055 | Other securities | — | — | $22.8M | 4.2% | |
| BTC LPTH IDX 2055 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1102204 / PN 001 | Common Collective Trust | — | — | $22.8M | 4.2% | |
| William Blair Small Cap Growth | Other securities | — | — | $17.7M | 3.3% | |
| BTC EXTENDED MKTS K BLACKROCK INST. TRUST COMPANY, N.A. · EIN 94-3199860 / PN 001 | Common Collective Trust | — | — | $14.1M | 2.6% | |
| INVESCO STBL VAL B1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $14.1M | 2.6% | |
| Invesco Stable Value | Stable Value | — | — | $14.1M | 2.6% | |
| BlackRock Extended Market Index | Other securities | — | — | $14.1M | 2.6% | |
| BTC TOTAL RETURN L BLACKROCK INSTITUTIONAL TRUST CO NA · EIN 93-2706044 / PN 001 | Common Collective Trust | — | — | $13.2M | 2.4% | |
| BTC LPTH IDX 2060 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1102365 / PN 001 | Common Collective Trust | — | — | $11.2M | 2.1% | |
| BlackRock LifePath Index 2060 | Other securities | — | — | $11.2M | 2.1% | |
| Dodge & Cox International Stock | Mutual Funds | — | — | $10.6M | 1.9% | |
| Participant Loans | Participant loans | — | — | $9.4M | 1.7% | |
| BTC ACWI EX US IMI L BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-1538506 / PN 001 | Common Collective Trust | — | — | $9.2M | 1.7% | |
| Segall Bryant & Hamill Small Cap Value | Other securities | — | — | $5.4M | 1.0% | |
| MasterBrand, Inc. Common Stock | Common Stocks | — | — | $4.3M | 0.8% | |
| BlackRock LifePath Index 2065 | Other securities | — | — | $3.7M | 0.7% | |
| BTC LPTH IDX 2065 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1130439 / PN 001 | Common Collective Trust | — | — | $3.7M | 0.7% | |
| BTC US DEBT INDEX M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4395752 / PN 001 | Common Collective Trust | — | — | $3.4M | 0.6% | |
| BlackRock US Debt Index | Other securities | — | — | $3.4M | 0.6% | |
| BTC STR COMP NL M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 46-3525011 / PN 001 | Common Collective Trust | — | — | $538K | <0.1% | |
| BlackRock Strategic Completion Fund | Other securities | — | — | $500K | <0.1% | |
| TRP STABLE VALUE P T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 003 | Common Collective Trust | — | — | $578 | <0.1% | |
| BTC LPTH IDX 2025 W BLACKROCK INST. TRUST COMPANY, N. A · EIN 87-1035812 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 22-2232264 |
| — |
| INVESTMENT ADVISOR |
| $75K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | ACCOUNTANT/AUDITOR | $61K | — |
