Plan Snapshot
- Plan Sponsor: Massey Services, INC.
- Sponsor EIN: 592557150
- Sponsor Address: 315 GROVELAND ST, ORLANDO, FL, 328044052
- Plan Type: 401(k)
- Total Participants: 2,413
- Total Assets: $105.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,413 | $105.8M | $3.3M | $8.3M |
| 2023 | 2,784 | $93.1M | $3.3M | $7.3M |
| 2022 | 2,626 | $75.7M | $3.2M | $6.7M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ONE AMERICA RETIREMENT SERVICES LLC | RECORDKEEPER | $221,197 | — | $221,197 |
| RESOURCE INVESTMENT ADVISORS | ADVISOR | $40,000 | — | $40,000 |
| SAS ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESOURCE INVESTMENT ADVISORS — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $261,197
- Estimated Expense Ratio: 0.247% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $261,197 | — | — | — | — |
| 2023 | $227,871 | — | — | — | — |
| 2022 | $225,248 | — | — | — | — |