Plan Ledger DOL Form 5500 · updated monthly

David Mason & Associates, Inc.401(k)

DAVID MASON & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.45%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

David Mason & Associates, Inc. reported $54,234 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $3,178 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.60% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Missouri (760th of 1,393), and 7,201st of 11,654 in professional & technical services. In 2024, employees put in $2.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,630,766
Participants with balances114
Active participants114
Employer contributions$362,284
Employee contributions$798,974
Employer contribution per active participant$3,178
Average account balance$110,796
Benefits paid to participants$1,831,474
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.6M · 114 accts · $362K emplr
2023$11.4M · 151 accts · $326K emplr
2022$8.9M · 139 accts · $283K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,916
Investment management$25,318
Total administrative$54,234
The David Mason & Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$3,178
Median for plans this size$2,416
2024$3,178 per active participant
2023$2,763 per active participant
2022$2,601 per active participant

David Mason & Associates, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
JOHN HANCOCK · Recordkeeping · Investment advisory (participants)$29,226
PNC INSTITUTIONAL ASSET MANAGEMENT · Investment advisory (plan)$18,368
MMA SECURITIES LLC · Investment advisory (plan)$6,639

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$54,234 · 0.45%
2023$48,924 · 0.48%
2022$58,597 · 0.60%
Same employer
Similar plansProfessional & Technical Services · Missouri
Monnig Global MO$13.6M · 0.63%
Environmental Works, Inc. MO$12.7M · 0.84%
Civil Design, Inc. MO$12.2M · 0.45%
Icc, Inc. MO$11.6M · 0.44%
The Syllogisteks Company MO$11.2M · 0.14%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 431514955 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.