Plan Snapshot
- Plan Sponsor: Michigan Masonic Home
- Sponsor EIN: 237259307
- Sponsor Address: MASONIC PATHWAYS, ALMA, MI, 48801
- Plan Type: 403(b)
- Total Participants: 318
- Total Assets: $12.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 318 | $12.9M | $322,617 | $1.1M |
| 2023 | 346 | $12.1M | $305,217 | $1.1M |
| 2022 | 374 | $10.4M | $298,245 | $1.1M |
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 |
|---|---|---|---|---|
| YEO & YEO, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO & YEO, P.C. — 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 | $37,979 | $25,122 | — | — | — |
| 2023 | $32,117 | $17,271 | — | — | — |
| 2022 | $30,681 | — | — | — | $30,681 |