Back to filter
Original filing (PDF)20251015131021NAL0009751426001
MASHURA LLC
Form 5500
FILING_RECEIVED
MASHURA LLC 401(K) PLAN
401(k) retirement plan
Active participants
98
Accounts w/ balance
122
Plan assets (EOY)
$6.1M
Net assets (EOY)
$6.0M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 64 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASHURA LLC.
Plan sponsor
Name
MASHURA LLC
EIN
90-0713894
Address
3801 E. ROESER ROAD #16 · PHOENIX, AZ · 85040
Phone
(480) 382-9163
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIGHTON JONES, LLC | 91-2007475 | — | NONE | $24K | — |
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $15K | — |
Investments
35 direct securities· $5.6M(91% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| similar party collateral, par, or maturity value (1) Current value Dimensional Fund Advisors Dimensional US Core Equity 1 | — | — | — | $835K | 13.6% | |
| Vanguard Group Vanguard Target Retirement 2040 | — | — | — | $810K | 13.2% | |
| Vanguard Group Vanguard Target Retirement 2035 | — | — | — | $630K | 10.3% | |
| Vanguard Group Vanguard Target Retirement 2055 | — | — | — | $517K | 8.5% | |
| Vanguard Group Vanguard Target Retirement 2050 | — | — | — | $428K | 7.0% | |
| Vanguard Group Vanguard Target Retirement 2045 | — | — | — | $383K | 6.3% | |
| Vanguard Group Vanguard Target Retirement 2030 | — | — | — | $365K | 6.0% | |
| Dimensional Fund Advisors Dimensional International Core Equity | — | — | — | $310K | 5.1% | |
| Vanguard Group Vanguard Target Retirement 2060 | — | — | — | $263K | 4.3% | |
| Fidelity Total Market Index Fund | — | — | — | $173K | 2.8% | |
| Vanguard Group Vanguard Target Retirement 2065 | — | — | — | $130K | 2.1% | |
| Dimensional Fund Advisors Dimensional Global Equity I | — | — | — | $111K | 1.8% | |
| Vanguard Group Vanguard Target Retirement 2020 | — | — | — | $103K | 1.7% | |
| Fidelity Investments Inflation Protected Bd Idx | — | — | — | $75K | 1.2% | |
| Pimco Income Fund Instl | — | — | — | $72K | 1.2% | |
| Dimensional Fund Advisors Dimensional Emerging Markets | — | — | — | $72K | 1.2% | |
| 2025 to 2028 - | — | — | — | $60K | 1.0% | |
| Dimensional Fund Advisors Dimensional Global Real Estate Securities | — | — | — | $55K | 0.9% | |
| Calvert U.S. Large Cap Core Responsible Index Cl I | — | — | — | $54K | 0.9% | |
| Vanguard Group Vanguard Developed Markets Index Adm | — | — | — | $39K | 0.6% | |
| Nuveen Large Cap Responsible Equity Fund R6 | — | — | — | $13K | 0.2% | |
| Vanguard Group Vanguard Total Bond Index Admiral Fund #584 | — | — | — | $11K | 0.2% | |
| Vanguard Group Vanguard Target Retirement 2025 | — | — | — | $9K | 0.1% | |
| Calvert Short Duration Income I | — | — | — | $7K | 0.1% | |
| Impax Int'L Sustainable Economy Instl | — | — | — | $6K | 0.1% | |
| Vanguard Group Vanguard Short Term Bond Index Admiral | — | — | — | $6K | <0.1% | |
| Dimensional Fund Advisors Dimensional DFA US Sustainability Core 1 | — | — | — | $5K | <0.1% | |
| Nuveen Preferred Securities & Income I | — | — | — | $5K | <0.1% | |
| Pimco High Yield Intstl Fund# 108 | — | — | — | $4K | <0.1% | |
| Dimensional Fund Advisors Dimensional Intl Social Core Equity Inst | — | — | — | $4K | <0.1% | |
| Calvert Research And Management High Yield Bond I | — | — | — | $4K | <0.1% | |
| Nuveen Core Impact Bond Fund R6 | — | — | — | $3K | <0.1% | |
| Dimensional Fund Advisors Dimensional Emerging Markets Social Core Eq | — | — | — | $2K | <0.1% | |
| Vanguard Group Vanguard Target Retirement Income | — | — | — | $1K | <0.1% | |
| Fidelity Floating Rate High Income | — | — | — | $1K | <0.1% |
Related plans
Other plans using BRIGHTON JONES, LLC
RUSSELL SIGLER, INC.
SIGLER PROFIT SHARING AND 401(K) PLAN
$120.2M · 806 participants
FIGMA, INC.
FIGMA, INC. 401(K) PLAN
$100.9M · 1,266 participants
PLAN FIDUCIARY SERVICES, INC.
ENTERPRISE SELECT POOLED EMPLOYER PLAN
$76.5M · 3,880 participants
PAE CONSULTING ENGINEERS, INC.
PAE CONSULTING ENGINEERS, INC. PROFIT SHARING AND EMPLOYEES SAVINGS PLAN
$76.0M · 391 participants
BARGREEN-ELLINGSON, INC.
BARGREEN-ELLINGSON, INC. 401(K) PLAN
$61.3M · 709 participants
DIRECT CONNECT GROUP, LLC
DCG ONE, LLC RETIREMENT SAVINGS PLAN
$41.7M · 452 participants
Similar-size All Other Professional Services plans
BRADLEY TANKS, INC.
BRADLEY TANKS, INC. 401K PLAN
$6.1M · 79 participants
PROXIMA, INC.
PROXIMA 401(K) PLAN
$6.1M · 87 participants
INSIGHT PRINCIPLES, INC.
INSIGHT PRINCIPLES, INC. PENSION PLAN
$6.1M · 2 participants
JRG ATTORNEYS AT LAW
JRG ATTORNEYS AT LAW 401(K) PROFIT SHARING PLAN & TRUST
$6.1M · 23 participants
FORTREUM LLC
FORTREUM LLC 401(K) PLAN
$6.1M · 101 participants
THE CROWN ELECTRIC COMPANY
THE CROWN ELECTRIC COMPANY 401(K) PROFIT SHARING PLAN
$6.1M · 30 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants