# Indiana Masonic Home, INC. 401(k) Plan
Source: https://planprovider.pro/companies/indiana-masonic-home-inc-401k-plan

> Indiana Masonic Home, INC.'s 401(k) plan: 301 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/john-hancock) — NONE

- [NATIONWIDE](https://planprovider.pro/provider/nationwide) — NONE

- [KATZ, SAPPER & MILLER LLP](https://planprovider.pro/provider/katz-sapper-and-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|

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