Plan Snapshot
- Plan Sponsor: Robert E. Mason & Associates, INC.
- Sponsor EIN: 561782982
- Sponsor Address: 1726 N. GRAHAM ST., CHARLOTTE, NC, 28206
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 351
- Total Assets: $68.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|
| 2023 | 351 | $68.3M | $1.1M | $2.8M |
| 2022 | 328 | $53.3M | $1.0M | $2.6M |