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Original filing (PDF)20250903162649NAL0009187363001
MASTERCRAFT ELECTRIC, INC.
Form 5500
FILING_RECEIVED
MASTERCRAFT ELECTRIC, INC. RETIREMENT PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
100
Accounts w/ balance
154
Plan assets (EOY)
$10.1M
Net assets (EOY)
$10.1M
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)
87
/ 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
87
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "T Rowe Price Growth Stock Fund I Mutual Fund" is 27% of plan.
- 56 bps in Schedule C fees — 94% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MASTERCRAFT ELECTRIC, INC..
Plan sponsor
Name
MASTERCRAFT ELECTRIC, INC.
EIN
91-1393760
Address
206 FRONTAGE RD N · SUITE A2 · PACIFIC, WA · 98047
Phone
(253) 737-4367
Industry
Electrical Contractors· Constructionsee 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
2025-09-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | 91-1526584 | MILL CREEK, WA | NONE | $22K | — |
| CBIZ CPAS P.C | — | BELLEVUE, WA | NONE | $17K | — |
| DUNCAN & HALEY, LTD. | 02-0532349 | SEATTLE, WA | NONE | $15K | — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $4K | — |
Investments
10 direct securities· $10.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Growth Stock Fund I Mutual Fund | — | — | — | $2.7M | 26.5% | |
| Dodge & Cox Stock I Mutual Fund | — | — | — | $1.6M | 15.8% | |
| Standard Stable Asset Fund CL 2 Guaranteed Interest Account | — | — | — | $1.2M | 11.8% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund | — | — | — | $1.2M | 11.6% | |
| Vanguard 500 Index Mutual Fund | — | — | — | $1.1M | 11.3% | |
| Europacific Growth Fund R5 Mutual Fund | — | — | — | $880K | 8.7% | |
| Vanguard Small Cap Index Admiral Mutual Fund | — | — | — | $837K | 8.3% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund | — | — | — | $478K | 4.7% | |
| Participant loans to 9.5%, maturities through 2043 -0- | — | — | — | $91K | 0.9% | |
| PGIM High Yield Fund Z Mutual Fund | — | — | — | $16K | 0.2% |