W. B. Mason Company Retirement 401(k) Plan & Trust
Sponsored by W. B. Mason Co. Inc. · EIN 042455641 · Plan #001
- Total assets
- $205M
- Net assets
- $205M
- Active participants
- 2,781
- With balances
- 3,792
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $208,218 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $76,269 |
| Kestra Advisory Services, Llc | Consulting (general) | $40,000 |
| Forvis Mazars, Llp | Accounting | $16,275 |