Plan Snapshot
- Plan Sponsor: Trustees Of The Masonic Hall & Asylum Fund
- Sponsor EIN: 135563012
- Sponsor Address: 2150 BLEECKER STREET, UTICA, NY, 135011788
- Plan Type: DB
- Total Participants: 78
- Total Assets: $24.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 78 | $24.2M | $975,374 | $0 |
| 2023 | 88 | $23.2M | $885,071 | $0 |
| 2022 | 91 | $23.4M | $100,000 | $0 |
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 |
|---|---|---|---|---|
| BONADIO & CO. LLP | Auditor | $30,500 | — | $30,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,500
- Estimated Expense Ratio: 0.126% of plan assets
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 | $409,740 | $41,874 | — | $30,500 | — |
| 2023 | $490,165 | $75,912 | — | — | — |
| 2022 | $439,970 | $88,427 | — | — | $34,130 |