Steven Schultz signed Masada Homes' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Masada Homes' EIN is 95-2479348.
Download the official 2024 Form 5500 (PDF) for Masada Homes from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Masada Homes' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $40K | — |
| BENEFIT EQUITY INC. | 33-0384246 | — | RECORDKEEPER | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $8.1M | 90.2% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $1.1M | 12.2% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $782K | 8.7% | |
| TRANSAMERICA LIFEGOAL RET WITH BLAC TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $665K | 7.4% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 112 | Pooled Separate Account | — | — | $614K | 6.8% | |
| AMERICAN FUNDS GROWTH FUND OF AMERI TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 015 | Pooled Separate Account | — | — | $550K | 6.1% | |
| AMERICAN FUNDS BALANCED INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 026 | Pooled Separate Account | — | — | $539K | 6.0% | |
| MACQUARIE SCIENCE AND TECHNOLOGY RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 082 | Pooled Separate Account | — | — | $351K | 3.9% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 505 | Pooled Separate Account | — | — | $339K | 3.8% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 049 | Pooled Separate Account | — | — | $326K | 3.6% | |
| JPMORGAN GOVERNMENT SECURITIES RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 158 | Pooled Separate Account | — | — | $310K | 3.5% | |
| CALVERT EQUITY INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 439 | Pooled Separate Account | — | — | $263K | 2.9% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 111 | Pooled Separate Account | — | — | $245K | 2.7% | |
| AMER FUNDS FUNDAMENTAL INVESTORS IN TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 009 | Pooled Separate Account | — | — | $240K | 2.7% | |
| TRANSAMERICA MID CAP VAL OPPORTUNIT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 427 | Pooled Separate Account | — | — | $218K | 2.4% | |
| LOOMIS SAYLES BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 150 | Pooled Separate Account | — | — | $183K | 2.0% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $134K | 1.5% | |
| TRANSAMERICA PARTNERS HIGH YIELD BO TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 434 | Pooled Separate Account | — | — | $133K | 1.5% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $116K | 1.3% | |
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $111K | 1.2% | |
| WMC DISCIPLINED US GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 101 | Pooled Separate Account | — | — | $103K | 1.1% | |
| AMERICAN CENTURY SMALL CAP VALUE IN TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 401 | Pooled Separate Account | — | — | $96K | 1.1% | |
| GOLDMAN SACHS MID-CAP OPPORTUNITIES TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 147 | Pooled Separate Account | — | — | $92K | 1.0% | |
| TEMPLETON FOREIGN RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 143 | Pooled Separate Account | — | — | $85K | 0.9% | |
| INVESCO GLOBAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 216 | Pooled Separate Account | — | — | $82K | 0.9% | |
| BNY MELLON INTERNATIONA CORE EQUITY TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 446 | Pooled Separate Account | — | — | $72K | 0.8% | |
| NEUBERGER BERMAN LARGE CAP VALUE IN TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 044 | Pooled Separate Account | — | — | $64K | 0.7% | |
| FIDELITY ADVISOR SMALL CAP INV OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 445 | Pooled Separate Account | — | — | $62K | 0.7% | |
| WMC CORE EQUITY RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 168 | Pooled Separate Account | — | — | $61K | 0.7% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 033 | Pooled Separate Account | — | — | $59K | 0.7% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 612 | Pooled Separate Account | — | — | $53K | 0.6% | |
| AMERICAN CENTURY FOCUSED LG CAP VAL TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 038 | Pooled Separate Account | — | — | $47K | 0.5% |
