Plan Snapshot
- Plan Sponsor: The Grand Lodge Of Ancient, Free And Accepted Masons Of North Carolina
- Sponsor EIN: 560228750
- Sponsor Address: 2921 GLENWOOD AVE., RALEIGH, NC, 27608
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $6.3M
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. |
|---|---|---|---|---|
| 2024 | 233 | $6.3M | $218,966 | $323,012 |
| 2023 | 211 | $6.0M | $398,894 | $347,176 |
| 2022 | 200 | $5.1M | $444,553 | $306,156 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — 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 | $35,795 | $15,551 | — | — | — |
| 2023 | $34,051 | $15,374 | — | — | — |
| 2022 | $30,612 | — | $30,612 | — | — |