# David Mason &amp; Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/david-mason-associates-inc-401k-plan

> David Mason &amp; Associates, INC.&#39;s 401(k) plan: 114 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** David Mason & Associates, INC.

- **Sponsor EIN:** 431514955

- **Sponsor Address:** 800 S. VANDEVENTER AVE., ST. LOUIS, MO, 631101244

- **Plan Type:** 401(k)

- **Total Participants:** 114

- **Total Assets:** $12.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|114|$12.6M|$362,284|$798,974|

| 2023|118|$11.4M|$326,070|$706,907|

| 2022|109|$8.9M|$283,469|$649,570|

## 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|

| ARMANINO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ARMANINO, LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$54,234|$25,318|$28,916|—|—|

| 2023|$48,924|$18,404|$30,520|—|—|

| 2022|$58,597|$22,837|$35,760|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/david-mason-associates-inc-401k-plan)

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