# Robert E. Mason & Associates, INC. DC Plan
Source: https://planprovider.pro/companies/robert-e-mason-associates-inc-plan-002

> Robert E. Mason & Associates, INC.'s DC plan: 282 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, 282063026

- **Plan Type:** DC

- **Total Participants:** 282

- **Total Assets:** $102.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|282|$102.1M|$0|$0|

| 2023|273|$77.7M|$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, P.A.|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|—|—|—|—|—|

| 2023|—|—|—|—|—|

## Similar Plans

- [Duncan-Parnell, INC.](https://planprovider.pro/companies/duncan-parnell-inc-401k-plan) — 267 participants

- [Rhino Assembly Company, LLC](https://planprovider.pro/companies/rhino-assembly-company-llc-401k-plan) — 334 participants

- [Prism Medical Products LLC](https://planprovider.pro/companies/prism-medical-products-llc-401k-plan) — 215 participants

- [Robert E. Mason & Associates, INC.](https://planprovider.pro/companies/robert-e-mason-associates-inc-plan-001) — 351 participants

- [Patterson Pope, INC.](https://planprovider.pro/companies/patterson-pope-inc-401k-plan) — 203 participants

- [Empire Equipment Company, LLC](https://planprovider.pro/companies/empire-equipment-company-llc-401k-plan) — 169 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/robert-e-mason-associates-inc-plan-002)

© 2026 PlanProvider.Pro