Van Smith signed Robert E. Mason & Associates, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robert E. Mason & Associates, Inc.'s EIN is 56-1782982.
Download the official 2023 Form 5500 (PDF) for Robert E. Mason & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Robert E. Mason & Associates, Inc.'s plan includes a leveraged ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Robert E. Mason & Associates, Inc. 629,273 shares of common stock | Common Stocks | — | $67.4M | $102.1M | 100.0% |
