Plan Snapshot
- Plan Sponsor: The Ohio Masonic Home
- Sponsor EIN: 310536997
- Sponsor Address: 2655 WEST NATIONAL ROAD, SPRINGFIELD, OH, 45504
- Plan Type: 403(b)
- Total Participants: 574
- Total Assets: $15.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 574 | $15.8M | $563,753 | $973,445 |
| 2023 | 557 | $14.1M | $423,242 | $882,121 |
| 2022 | 515 | $12.1M | $481,972 | $860,997 |
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 |
|---|---|---|---|---|
| PLANTE MORAN | 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 | $108,971 | $26,596 | $67,947 | — | — |
| 2023 | $84,536 | $17,051 | $55,477 | — | — |
| 2022 | $88,490 | $6,890 | $79,878 | — | $1,722 |