North Carolina Masonic Group Retirement Plan
Sponsored by The Grand Lodge Of Ancient, Free And Accepted Masons Of North Carolina · EIN 560228750 · Plan #001
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 233
- With balances
- 157
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Davenport & Company Llc CRD 1588 | fuzzy_auto · 97% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $20,244 |
| Davenport & Company Llc | Investment advisory (plan) | $15,000 |
| Empower Advisory Group, Llc | Investment management | $551 |