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)
- Plan Number: 001
- Total Participants: 19
- Total Assets: $3.5M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 19 | $3.5M | $0 | $0 |
| 2024 | 13 | $3.0M | $102,697 | $105,758 |
| 2023 | 12 | $2.6M | $92,050 | $91,347 |
| 2022 | 17 | $2.4M | $0 | $0 |
| 2021 | 13 | $4.2M | $98,370 | $102,052 |