Plan Snapshot
- Plan Sponsor: W. B. Mason Co. INC.
- Sponsor EIN: 042455641
- Sponsor Address: 59 CENTRE STREET, BROCKTON, MA, 02303
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,984
- Total Assets: $239.6M
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. |
|---|---|---|---|---|
| 2025 | 3,984 | $239.6M | $0 | $0 |
| 2024 | 2,781 | $204.9M | $0 | $14.8M |
| 2023 | 2,462 | $183.7M | $1.6M | $14.0M |
| 2022 | 2,503 | $156.3M | $543,514 | $13.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $252,094 | — | $252,094 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $68,851 | — | $68,851 |
| KESTRA ADVISORY SERVICES, LLC | Other Service Provider | $40,000 | — | $40,000 |
| FORVIS MAZARS, LLP | Auditor | $17,850 | — | $17,850 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $378,795
- Estimated Expense Ratio: 0.158% 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 |
|---|---|---|---|---|---|
| 2025 | $18,175,733 | $68,851 | $300 | $17,850 | — |
| 2024 | $415,737 | $76,269 | — | $16,275 | — |
| 2023 | $246,112 | $60,705 | — | $14,040 | — |
| 2022 | $172,941 | $54,345 | — | — | — |