What public Form 5500 filings show about the W. B. Mason Co. Inc. 401(k) plan — and how to find and check your own account.
W. B. Mason Co. Inc. (EIN 04-2455641) reports W. B. MASON COMPANY RETIREMENT 401(K) PLAN & TRUST on its most recent Form 5500, with $204.9M in plan assets across 2,781 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full W. B. Mason Co. Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your W. B. Mason Co. Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FORVIS MAZARS LLP, STRATEGIC ADVISORS, KESTRA ADVISORY SERVICES.
