Plan Snapshot
- Plan Sponsor: Mason, Bruce & Girard, INC.
- Sponsor EIN: 930753092
- Sponsor Address: 707 SW WASHINGTON ST., SUITE 1300, PORTLAND, OR, 97205
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $10.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 77 | $10.2M | $6,964 | $706,535 |
| 2023 | 69 | $10.1M | $212,398 | $616,423 |
| 2022 | 66 | $10.2M | $468,326 | $613,228 |
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 |
|---|---|---|---|---|
| METZ CPA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- METZ CPA PLLC — 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 | $49,523 | $23,936 | $11,419 | — | — |
| 2023 | $55,242 | $23,426 | — | — | — |
| 2022 | $50,727 | $24,421 | $18,457 | — | $7,849 |