# Mason, Bruce & Girard, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mason-bruce-girard-inc-401k-plan

> Mason, Bruce & Girard, INC.'s 401(k) plan: 77 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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