Plan Snapshot
- Plan Sponsor: Mason Companies, INC.
- Sponsor EIN: 390455220
- Sponsor Address: 1251 FIRST AVENUE, CHIPPEWA FALLS, WI, 54729
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $53.1M
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 | 324 | $53.1M | $839,788 | $1.8M |
| 2023 | 516 | $52.7M | $1.0M | $1.7M |
| 2022 | 652 | $50.0M | $1.1M | $1.8M |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | $28,121 | — | $28,121 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,121
- Estimated Expense Ratio: 0.053% of plan assets
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 | $137,118 | $76,530 | — | $28,121 | — |
| 2023 | $238,739 | $94,125 | — | $28,212 | — |
| 2022 | $226,364 | — | — | — | $226,364 |