# Masonic Villages Of The Grand Lodge Of Pennsylvania 403(b) Plan
Source: https://planprovider.pro/companies/masonic-villages-of-the-grand-lodge-of-pennsylvania-403b-plan

> Masonic Villages Of The Grand Lodge Of Pennsylvania's 403(b) plan: 2,335 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$159,018|—|$159,018|

| SMITH ELLIOTT KEARNS & COMPANY, LLC|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

- [SMITH ELLIOTT KEARNS & COMPANY, LLC](https://planprovider.pro/provider/smith-elliott-kearns-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $159,018

- **Estimated Expense Ratio:** 0.096% 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|$159,018|—|$159,018|—|—|

| 2023|$139,355|—|—|—|—|

| 2022|$133,316|—|$133,316|—|—|

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