Plan Snapshot
- Plan Sponsor: The Most Worshipful Grand Lodge Of F & Am Of Florida
- Sponsor EIN: 590369358
- Sponsor Address: 220 NORTH OCEAN STREET, JACKSONVILLE, FL, 32202
- Plan Type: 401(k)
- Total Participants: 50
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 50 | $2.1M | $87,757 | $52,670 |
| 2023 | 59 | $2.2M | $107,478 | $69,450 |
| 2022 | 58 | $1.9M | $105,857 | $68,029 |
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 |
|---|---|---|---|---|
| HOWARD & COMPANY CPAS, P.A. | Auditor | — | — | $0 |
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 | $6,073 | $71 | $6,002 | — | — |
| 2023 | $2,134 | $818 | $1,316 | — | — |
| 2022 | $2,233 | $786 | $1,447 | — | — |