Plan Ledger DOL Form 5500 · updated monthly

Grand Lodge of F&A Masons of Ca & Related Entities401(k)

CALIFORNIA MASONIC RETIREMENT PLAN II · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Grand Lodge of F&A Masons of Ca & Related Entities reported $8,702 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,884 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.03% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,786th-largest of 9,483 plans among California employers on file, and the 436th of 3,341 in other services. In 2024, employees put in $1.02 for every $1.00 the employer contributed; active participation has grown from 566 to 650 since 2022.

Plan summary
Net assets, end of year$49,053,113
Participants with balances800
Active participants650
Employer contributions$2,524,819
Employee contributions$2,563,742
Employer contribution per active participant$3,884
Average account balance$61,316
Benefits paid to participants$6,230,507
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$49.1M · 800 accts · $2.5M emplr
2023$44.9M · 747 accts · $2.4M emplr
2022$36.4M · 714 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,300
Investment management$1,402
Total administrative$8,702
The Grand Lodge of F&A Masons of Ca & Related Entities 401(k) match · 2024
Employer contribution per active participant$3,884
Median for plans this size$2,416
2024$3,884 per active participant
2023$3,900 per active participant
2022$3,883 per active participant

Grand Lodge of F&A Masons of Ca & Related Entities's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$7,300

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$8,702 · 0.02%
2023$9,233 · 0.02%
2022$10,834 · 0.03%
Similar plansOther Services · California
Bay Equity, LLC CA$52.1M · 0.22%
Planet Labs, Inc. CA$45.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940487790 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.