Indiana Masonic Home, Inc. 401(k) Plan
Sponsored by Indiana Masonic Home, Inc. · EIN 352187477 · Plan #003
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 301
- With balances
- 274
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates, Inc. | Investment management, Shareholder servicing fees | $14,716 |
| Nationwide | Investment management, Shareholder servicing fees | $13,025 |
| Proaccount | Investment advisory (participants) | $2,111 |
| Nationwide | Investment management, Shareholder servicing fees | $577 |