Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Massey Services
Massey Services 401(k)
- Administrative and support and waste management services
- Orlando, FL
- EIN 59-2557150
- 1 plan with Schedule H financials
- Plan year 2024
- Massey Services, Inc.
Administrative expenses excluding investment management, per participant · Massey Services, Inc. 401(k) Retirement Plan · plan year 2024
$87.39
Higher than 46% of the 8,758 plans $50 to 250M that report it.
Source
= $261,197 / 2,989
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002155245NAL0001612546001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002155245NAL0001612546001, received 2025-10-02
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-02.
Cost and contributions
Administrative expenses per participant
$87.39
Higher than 30% of the 9,042 plans $50 to 250M that report it.
Source
= $261,197 / 2,989
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002155245NAL0001612546001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002155245NAL0001612546001, received 2025-10-02
Administrative expenses as a share of assets
0.247%
Higher than 79% of the 9,049 plans $50 to 250M that report it.
Source
= $261,197 / $105,764,598
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002155245NAL0001612546001, received 2025-10-02
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251002155245NAL0001612546001, received 2025-10-02
Employer contributions per participant
$1,114
Higher than 12% of the 9,105 plans $50 to 250M that report it.
Source
= $3,329,185 / 2,989
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002155245NAL0001612546001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002155245NAL0001612546001, received 2025-10-02
Employer share of total contributions
28.4%
Higher than 46% of the 9,112 plans $50 to 250M that report it.
Source
= $3,329,185 / $11,722,217
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002155245NAL0001612546001, received 2025-10-02
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251002155245NAL0001612546001, received 2025-10-02
Plan terms, as stated in Massey Services, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251002155245NAL0001612546001, received 2025-10-02
Full record, Massey Services, Inc. 401(k) Retirement Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | MASSEY SERVICES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Plan name | MASSEY SERVICES, INC. 401(K) RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Sponsor EIN / plan number | 59-2557150 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Plan type | multiple-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Sponsor location | ORLANDO, FL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Industry (business code) | 561710, Administrative and support and waste management services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Filing received | 2025-10-02 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Participants, beginning of year | 3,040 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Active participants | 2,413 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Participants, end of year | 3,042 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Participants with an account balance | 2,989 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Total assets, beginning of year | $93,094,223 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Total assets, end of year | $105,764,598 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Net assets, end of year | $105,764,598 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Total income | $23,009,569 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Net income | $12,670,375 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Employer contributions | $3,329,185 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Participant contributions | $8,293,494 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Other contributions (incl. rollovers) | $99,538 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Total contributions | $11,722,217 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Benefit payments | $10,077,997 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Total expenses (incl. benefit payments) | $10,339,194 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Total administrative expenses | $261,197 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Administrative expenses excluding investment management | $261,197 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Held in common/collective trusts | $6,705,692 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Held in mutual funds | $91,681,409 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251002155245NAL0001612546001, received 2025-10-02 |
| Independent auditor | SAS ASSURANCE | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251002155245NAL0001612546001, received 2025-10-02 |
Position = column in the DOL layout for form year 2024. Filing 20251002155245NAL0001612546001, received 2025-10-02.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| ONE AMERICA RETIREMENT SERVICES LLCrecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 36 Copying and duplicating; 37 Participant loan processing; 38 Participant communication; 50 Direct payment from the plan; 64 Recordkeeping fees | $221,197 | no |
| RESOURCE INVESTMENT ADVISORS | ADVISOR | 21 Trustee (bank, trust company or similar); 50 Direct payment from the plan | $40,000 | no |
| MATRIX TRUST COMPANY | TRUST CO | 19 Custodial (securities); 25 Trustee (directed); 52 Investment management fees paid indirectly by plan; 62 Float revenue; 68 Soft dollars commissions; 21 Trustee (bank, trust company or similar); 28 Investment management | not reported | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251002155245NAL0001612546001, received 2025-10-02.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $93,094,223 | $105,764,598 | 13.6% |
| Participants with a balance | 3,040 | 2,989 | -1.7% |
| Administrative expenses | $227,871 | $261,197 | 14.6% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $3,341,055 | $3,329,185 | -0.4% |
Prior filing 20241001104520NAL0006953281001, received 2024-10-01; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: MASSEY SERVICES, INC.; SEC registrant: Massey Services, Inc. (CIK 1449129, matched by EIN).