# Masonic Home Of Virginia 403(b) Plan
Source: https://planprovider.pro/companies/masonic-home-of-virginia-403b-plan

> Masonic Home Of Virginia's 403(b) plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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