Scottish Rite Masonic Museum & Library, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Scottish Rite Masonic Museum & Library, INC.
  • Sponsor EIN: 042493347
  • Sponsor Address: P.O. BOX 519, LEXINGTON, MA, 024200519
  • Plan Type: 401(k)
  • Total Participants: 13
  • Total Assets: $3.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202413$3.0M$102,697$105,758
202312$2.6M$92,050$91,347
202213$2.4M$16,545$23,265
202117$4.2M$98,370$102,052

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