# Trustees Of The Masonic Hall & Asylum Fund DB Plan
Source: https://planprovider.pro/companies/trustees-of-the-masonic-hall-asylum-fund-plan

> Trustees Of The Masonic Hall & Asylum Fund's DB plan: 78 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bonadio-and-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|

## Similar Plans

- [Silver Lake Specialized Rehabilitation & Care Center](https://planprovider.pro/companies/silver-lake-specialized-rehabilitation-care-center-plan) — 79 participants

- [Cobble Hill Health Center, INC](https://planprovider.pro/companies/cobble-hill-health-center-inc-plan) — 81 participants

- [Heritage Health And Housing, I](https://planprovider.pro/companies/heritage-health-and-housing-i-401k-plan) — 84 participants

- [St. John'S Health Care Corporation](https://planprovider.pro/companies/st-john-s-health-care-corporation-plan) — 72 participants

- [Throgs Neck Extended Care, LLC](https://planprovider.pro/companies/throgs-neck-extended-care-llc-plan) — 71 participants

- [Jackson Heights Care Center, LLC](https://planprovider.pro/companies/jackson-heights-care-center-llc-401k-plan) — 85 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trustees-of-the-masonic-hall-asylum-fund-plan)

© 2026 PlanProvider.Pro