Mason Companies Retirement And Savings Plan
Sponsored by Mason Companies, Inc. · EIN 390455220 · Plan #001
- Total assets
- $53.1M
- Net assets
- $53.1M
- Active participants
- 324
- With balances
- 576
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Francis Llc CRD 130687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Francis, Llc | Investment advisory (participants), Investment advisory (plan) | $76,530 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $32,467 |
| Wipfli Llp | Accounting | $16,500 |
| Milliman, Inc. | Accounting | $11,621 |