Plan Snapshot
- Plan Sponsor: Masonic Care Community Of Ny
- Sponsor EIN: 135563012
- Sponsor Address: 2150 BLEECKER STREET, UTICA, NY, 13501
- Plan Type: 403(b)
- Total Participants: 756
- Total Assets: $15.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 756 | $15.8M | $752,300 | $1.0M |
| 2023 | 763 | $13.3M | $860,530 | $920,557 |
| 2022 | 760 | $10.8M | $688,350 | $893,210 |
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 |
|---|---|---|---|---|
| BONADIO & CO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $84,845 | $36,393 | — | — | — |
| 2023 | $72,750 | $29,300 | $43,450 | — | — |
| 2022 | $68,261 | $26,113 | $42,148 | — | — |