Plan Snapshot
- Plan Sponsor: Robert E. Mason & Associates, INC.
- Sponsor EIN: 561782982
- Sponsor Address: 1726 N. GRAHAM ST., CHARLOTTE, NC, 28206
- Plan Type: DC
- 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. |
|---|---|---|---|---|
| 2024 | 351 | $68.3M | $0 | $0 |
| 2023 | 328 | $53.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| DODSON, SHELTON & NELSON, PA | Auditor | — | — | $0 |
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 | $110,799 | $38,154 | $39,680 | — | — |
| 2023 | $143,098 | $41,704 | $84,795 | — | $16,599 |