Plan Snapshot
- Plan Sponsor: M.H. Masonry & Associates, INC.
- Sponsor EIN: 455017210
- Sponsor Address: 3915 CAMPBELL AVENUE, LYNCHBURG, VA, 24501
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $14,360 | $191,733 |
| 2023 | 89 | $4.3M | $164,339 | $330,638 |
| 2022 | 93 | $3.5M | $189,494 | $313,616 |
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 |
|---|---|---|---|---|
| DAVIDSON, DOYLE & HILTON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DAVIDSON, DOYLE & HILTON, 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 | $28,864 | $9,561 | $19,303 | — | — |
| 2023 | $304,967 | — | $23,192 | — | — |
| 2022 | $18,834 | — | $18,834 | — | — |