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Original filing (PDF)20260205081437NAL0007282546001
MASSY STORES (USA) LLC
Form 5500
FILING_RECEIVED
ROWE'S IGA LLC 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 2.6 mo39% in single holdingNo recordkeeper disclosed
Active participants
282
Accounts w/ balance
309
Plan assets (EOY)
$939K
Net assets (EOY)
$939K
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
90
Concentration risk
80
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.6 months past the 10.5-month grace window.
- Top holding "Vanguard Total Stock Mkt Idx Adm" is 39% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASSY STORES (USA) LLC.
Plan sponsor
Name
MASSY STORES (USA) LLC
EIN
88-4339700
Address
5435 BLANDING BOULEVARD · JACKSONVILLE, FL · 32244
Phone
(904) 652-1640
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-02-05
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
10 direct securities· $919K(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm | — | — | — | $361K | 38.5% | |
| Vanguard Total Intl Stock Index Admiral | — | — | — | $224K | 23.8% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $146K | 15.5% | |
| Vanguard Real Estate Index Admiral | — | — | — | $64K | 6.8% | |
| Vanguard Total Intl Bd Idx Admiral™ | — | — | — | $59K | 6.3% | |
| Vanguard Federal Money Market Investor | — | — | — | $52K | 5.5% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm | — | — | — | $7K | 0.8% | |
| BANC Master Deposit Account A | — | — | — | $4K | 0.4% | |
| Vanguard 500 Index Admiral | — | — | — | $2K | 0.2% | |
| DFA Global Real Estate Securities Port | — | — | — | $1K | 0.1% |
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