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  2. Mason Wells, Inc.

Filings through Oct 24, 2026.

Mason Wells, Inc.

EIN 39-1922969-investment management-Latest filing 2025
Plans
1
Retirement
1
$33.8M assets
Health & Benefits
0
Participants
27
411 E WISCONSIN AVE SUITE 1280 - MILWAUKEE, WI 53202414-727-6400masonwells.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$33.8M - 27 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

MASON WELLS, INC. SAVINGS AND RETIREMENT PLAN

401(k)

Assets$33.8M
Participants27
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MASON WELLS, INC. SAVINGS AND RETIREMENT PLAN401(k)$33.8M272025
  • MASON WELLS, INC. SAVINGS AND RETIREMENT PLAN$33.8M
    #001 · 401(k) · 202527
Retirement plans
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