# Robert E. Mason & Associates, INC. DC Plan
Source: https://planprovider.pro/companies/robert-e-mason-associates-inc-plan-001

> Robert E. Mason & Associates, INC.'s DC plan: 351 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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