Plan Snapshot
- Plan Sponsor: The Grand Lodge Of Af & Am Of Oregon
- Sponsor EIN: 930177555
- Sponsor Address: 2150 MASONIC WAY, FOREST GROVE, OR, 97116
- Plan Type: 401(k)
- Total Participants: 80
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 80 | $3.3M | $126,046 | $211,965 |
| 2023 | 79 | $2.9M | $115,324 | $195,196 |
| 2022 | 79 | $2.7M | $113,745 | $189,354 |
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 |
|---|---|---|---|---|
| HOFFMAN, STEWART & SCHMIDT, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOFFMAN, STEWART & SCHMIDT, 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 | $13,695 | $5,650 | $8,045 | — | — |
| 2023 | $14,002 | $2,907 | $11,095 | — | — |
| 2022 | $12,571 | — | $12,571 | — | — |