Plan Snapshot
- Plan Sponsor: Masonic Home Of Virginia
- Sponsor EIN: 540541802
- Sponsor Address: 500 MASONIC LANE, HENRICO, VA, 23231
- Plan Type: 403(b)
- Total Participants: 162
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 162 | $8.0M | $245,146 | $438,728 |
| 2023 | 156 | $7.2M | $230,490 | $394,372 |
| 2022 | 174 | $6.6M | $134,031 | $376,889 |
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 |
|---|---|---|---|---|
| KEITER | Auditor | — | — | $0 |
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 | $44,133 | $5,881 | $37,702 | — | — |
| 2023 | $34,286 | — | $33,586 | — | — |
| 2022 | $3,740 | — | — | — | — |