Mason McDuffie Mortgage Corporat401(k)
MASON MCDUFFIE MORTGAGE CORPOR 401K PROFIT SHARING PLAN · SAN RAMON, CA · plan year 2024
Mason McDuffie Mortgage Corporat reported $40,804 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. 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 rose from 0.23% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 4,588th-largest of 9,483 plans among California employers on file, and 3,608th of 4,798 in finance & insurance. active participation has grown from 227 to 291 since 2022.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Mason McDuffie Mortgage Corporat before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
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Source: U.S. Department of Labor, Form 5500 series, EIN 202693054 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.