Retirement plan

MASSEY SERVICES, INC. 401(K) RETIREMENT PLAN

Name: MASSEY SERVICES, INC. - MASSEY SERVICES, INC. 401(K) RETIREMENT PLAN (2024) Form 5500
Creator: MASSEY SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MASSEY SERVICES, INC. 401(K) RETIREMENT PLAN, MASSEY SERVICES, INC.

MASSEY SERVICES, INC.EIN 59-2557150Plan #001PY 2024

315 GROVELAND ST - ORLANDO, FL 328044052407-645-2500masseyservices.comLinkedIn1001-5000 employeesconsumer services

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed April 4, 2018 (most recent of 2 filings on file)

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Total assets (EOY)

$105.8M

+13.6% from 2023

Total participants

3,042

-9.8% from 2023

Average account balance

$35,385

+15.5% from 2023

Annual return

11.95%

-5.93 pp from 2023

Benchmarks

See 387 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort387 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$105.76M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$35K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

2,989

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$11.62M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.95%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$87

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
ONEDIGITAL INVESTMENT ADVISORS LLC3 years Filed as: ONE AMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 46206	Recordkeeping	$221,197
SAGEPOINT FINANCIAL INC2 years Filed as: RESOURCE INVESTMENT ADVISORS Service code 21 · EIN 43-1451524 4860 COLLEGE BLVD · LEAWOOD, KS 66211	Bank Trustee	$40,000
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674	Securities Custodian	$0
ONEDIGITAL INVESTMENT ADVISORS LLC2 years Filed as: ONE AMERICA RETIREMENT LLC Service code 15	Recordkeeping	$0

Plan features & details

Pension benefit codes2E2F2G2J2K

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$261K

$108 / participant

Other / not subdivided$261K100.0%

% of EOY assets

0.247%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: SAS ASSURANCE
Auditor EIN: 873925424
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,385

$44,898-21.2%

$85,187-58.5%

$199,960-82.3%

Participation rate

97.8%

45.7%+52.1pp

67.5%+30.3pp

72.0%+25.8pp

Annual return

11.95%

20.98%-9.0pp

66.67%-54.7pp

34.28%-22.3pp

Employer contribution / active EE

$1,380

$1,367+0.9%

$2,732-49.5%

$3,036-54.6%

Participant deferral / active EE

$3,437

$2,670+28.7%

$4,525-24.0%

$5,087-32.4%

Admin fee / account holder

$87

$585-85.1%

$6,162-98.6%

$269-67.5%

Provider

Service type

Compensation

ONEDIGITAL INVESTMENT ADVISORS LLC3 years

Filed as: ONE AMERICA RETIREMENT SERVICES LLC

Service code 15 · EIN 46-5378846

ONE AMERICAN SQUARE · INDIANAPOLIS, IN 46206

Recordkeeping

$221,197

SAGEPOINT FINANCIAL INC2 years

Filed as: RESOURCE INVESTMENT ADVISORS

Service code 21 · EIN 43-1451524

4860 COLLEGE BLVD · LEAWOOD, KS 66211

Bank Trustee

$40,000

MATRIX TRUST COMPANY4 years

Service code 19 · EIN 75-3182674

Securities Custodian

ONEDIGITAL INVESTMENT ADVISORS LLC2 years

Filed as: ONE AMERICA RETIREMENT LLC

Service code 15

Recordkeeping

MASSEY SERVICES, INC. 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MASSEY SERVICES, INC. 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion