Plan Snapshot
- Plan Sponsor: Indiana Masonic Home, INC.
- Sponsor EIN: 352187477
- Sponsor Address: 690 STATE STREET, FRANKLIN, IN, 46131
- Plan Type: 401(k)
- Total Participants: 301
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 301 | $3.6M | $113,203 | $375,205 |
| 2023 | 319 | $3.2M | $100,395 | $334,253 |
| 2022 | 234 | $2.6M | $83,536 | $288,327 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | NONE | $14,716 | — | $14,716 |
| NATIONWIDE | NONE | $13,602 | — | $13,602 |
| KATZ, SAPPER & MILLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES & ASSOCIATES, INC. — NONE
- NATIONWIDE — NONE
- KATZ, SAPPER & MILLER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,318
- Estimated Expense Ratio: 0.782% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $16,924 | — | — | — | — |
| 2023 | $15,479 | — | — | — | — |
| 2022 | $28,126 | — | — | — | $28,126 |