Plan Ledger DOL Form 5500 · updated monthly

Grand Lodge of Iowa, A.F. & A.M.401(k)

GRAND LODGE OF IOWA 401(K) RETIREMENT PLAN · CEDAR RAPIDS, IA · plan year 2020

Reported admin expense ratio · 2020
0.15%

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

Grand Lodge of Iowa, A.F. & A.M. reported $7,844 in plan administrative expenses for 2020: 0.15% of average plan assets, below the peer median. Employer contributions averaged $2,050 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 5 years on file its reported administrative ratio rose from 0.05% to 0.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 294 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Iowa (682nd of 878), and 2,196th of 3,341 in other services. In 2020, employees put in $1.20 for every $1.00 the employer contributed; active participation has shrunk from 138 to 79 since 2018.

Plan summary
Net assets, end of year$5,719,857
Participants with balances131
Active participants79
Employer contributions$161,938
Employee contributions$194,505
Employer contribution per active participant$2,050
Average account balance$43,663
Benefits paid to participants$871,875
Plan auditDisclaimer of opinion
AuditorUHYLLC
Plan history5
Yearassets · accounts · employer contribution
2023$2.9M · 55 accts · $126K emplr
2022$5.3M · 146 accts · $162K emplr
2020$5.7M · 131 accts · $162K emplr
2019$5.1M · 154 accts · $189K emplr
2018$4.6M · 172 accts · $201K emplr
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$7,844
Total administrative$7,844
The Grand Lodge of Iowa, A.F. & A.M. 401(k) match · 2020
Employer contribution per active participant$2,050
Median for plans this size$893
2023$25,134 per active participant
2022$2,315 per active participant
2020$2,050 per active participant
2019$1,617 per active participant
2018$1,454 per active participant

Grand Lodge of Iowa, A.F. & A.M.'s 2020 employer contribution ran above the $893 median for plans its size, placing it in the top quarter of its peers. 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 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history5
2023$5,051 · 0.12%
2022$5,920 · 0.12%
2020$7,844 · 0.15%
2019$2,492 · 0.05%
2018$2,295 · 0.05%
Similar plansOther Services · Iowa
Nfo, Inc. IA$9.8M · 0.38%
C.R.I.C. LTD. IA$7.4M · 0.78%
City Laundering Co. IA$5.6M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420280080 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.