# Masonic Charity Foundation Of New Jersey 403(b) Plan
Source: https://planprovider.pro/companies/masonic-charity-foundation-of-new-jersey-403b-plan

> Masonic Charity Foundation Of New Jersey's 403(b) plan: 383 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Masonic Charity Foundation Of New Jersey

- **Sponsor EIN:** 210634536

- **Sponsor Address:** 902 JACKSONVILLE ROAD, BURLINGTON, NJ, 080163896

- **Plan Type:** 403(b)

- **Total Participants:** 383

- **Total Assets:** $17.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|383|$17.3M|$344,170|$990,937|

| 2023|380|$15.6M|$282,319|$886,621|

| 2022|391|$13.3M|$326,573|$926,312|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$37,073|—|$37,073|

| GRASSI & CO., CPAS, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [GRASSI & CO., CPAS, P.C.](https://planprovider.pro/provider/grassi-and-co-cpas-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $37,073

- **Estimated Expense Ratio:** 0.214% 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|$37,073|—|$37,073|—|—|

| 2023|$48,271|—|$48,271|—|—|

| 2022|$59,063|—|$59,063|—|—|

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