· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ALBERT D. MASON, INC. — ALBERT D. MASON, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250926152741NAL0009547489001
ALBERT D. MASON, INC.
Form 5500-SF
FILING_RECEIVED
ALBERT D. MASON, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ALBERT D. MASON, INC.
.
Find decision makers
Plan sponsor
Name
ALBERT D. MASON, INC.
EIN
04-3414728
Address
50 FEDERAL STREET · 9TH FLOOR · BOSTON, MA · 02110
Phone
(617) 228-5190
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
THREE BRIDGES CAPITAL, LP
THREE BRIDGES CAPITAL, LP 401(K) PLAN
$2.2M · 2 participants
CULLEN FINANCIAL ADVISORS
CULLEN FINANCIAL ADVISORS 401(K) PROFIT SHARING PLAN
$2.2M · 2 participants
THE MARINO GROUP, INC.
THE MARINO GROUP, INC. 401(K) P/S PLAN
$2.2M · 5 participants
BILLD, LLC
BILLD 401(K) PLAN
$2.2M · 77 participants
DIVERSIFIED FINANCIAL CONSULTANTS, INC.
DFC, INC. SAFE HARBOR 401(K) PLAN
$2.2M · 11 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
HUBER, WEAKLAND & ASSOCIATES, INC.
HW&A 401K PROFIT SHARING PLAN & TRUST
$2.2M · 3 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
