Grand Lodge of F&A Masons of Ca & Related Entities 401(k) match, vesting and fees
What Grand Lodge of F&A Masons of Ca & Related Entities' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Armanino LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 352 defined-contribution plans in other services with 500 to 999 participants.
| Grand Lodge of F&A Masons of Ca & Related Entities: employer contribution per participant | $3,156 | |
| Peer median | $1,775 |
| Grand Lodge of F&A Masons of Ca & Related Entities: average balance | $61,316 | |
| Peer median | $48,211 |
| Grand Lodge of F&A Masons of Ca & Related Entities: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.25% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $43.2M at the end of plan year 2021 to $49.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 859 | $49.1M | $2.5M | $3,156 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 827 | $44.9M | $2.4M | $3,190 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 775 | $36.4M | $2.2M | $3,079 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 784 | $43.2M | $2.3M | $3,076 | 0.02% | Not published | Form 5500 ↗ |
Common questions
Does Grand Lodge of F&A Masons of Ca & Related Entities match 401(k) contributions?
The match terms for the California Masonic Retirement Plan II have not been published from its filing yet. The plan year 2024 filing reports $2.5M in employer contributions, about $3,156 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Grand Lodge of F&A Masons of Ca & Related Entities 401(k) match vested?
The vesting schedule for the California Masonic Retirement Plan II is not in the data published so far. Your Summary Plan Description states it.
Who manages the Grand Lodge of F&A Masons of Ca & Related Entities 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Grand Lodge of F&A Masons of Ca & Related Entities.
I left Grand Lodge of F&A Masons of Ca & Related Entities. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Grand Lodge of F&A Masons of Ca & Related Entities, (415) 776-7000) or the recordkeeper, Fidelity Investments Institutional. The Grand Lodge of F&A Masons of Ca & Related Entities old 401(k) page lists the contacts from every plan filing. Find an old Grand Lodge of F&A Masons of Ca & Related Entities 401(k)
Data from the public Form 5500 annual reports Grand Lodge of F&A Masons of Ca & Related Entities filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Grand Lodge of F&A Masons of Ca & Related Entities. Not financial advice. Report a correction · Methodology