Plan Snapshot
- Plan Sponsor: Masonic Villages Of The Grand Lodge Of Pennsylvania
- Sponsor EIN: 230846955
- Sponsor Address: 30 FREEMASON DRIVE, ELIZABETHTOWN, PA, 17022
- Plan Type: 403(b)
- Total Participants: 2,335
- Total Assets: $165.0M
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 | 2,335 | $165.0M | $3.7M | $7.3M |
| 2023 | 2,272 | $152.1M | $3.6M | $7.2M |
| 2022 | 2,100 | $132.2M | $3.7M | $7.2M |
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 |
|---|---|---|---|---|
| SMITH ELLIOTT KEARNS & COMPANY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH ELLIOTT KEARNS & COMPANY, LLC — 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 | $159,018 | — | $159,018 | — | — |
| 2023 | $139,355 | — | — | — | — |
| 2022 | $133,316 | — | $133,316 | — | — |