Original filing (PDF)20251014144936NAL0001570531001

GRAND LODGE OF A.F. AND A.M. OF MARYLAND

Name: GRAND LODGE OF A.F. AND A.M. OF MARYLAND — GRAND LODGE OF A.F. AND A.M. OF MARYLAND 401(K) PLAN, Form 5500 (2024)
Creator: GRAND LODGE OF A.F. AND A.M. OF MARYLAND

Form 5500

FILING_RECEIVED

GRAND LODGE OF A.F. AND A.M. OF MARYLAND 401(K) PLAN

401(k) retirement plan

Signals · 1

~89 bps in Sched C fees

Active participants

196

Accounts w/ balance

226

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

How this plan invests

This plan

21 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRAND LODGE OF A.F. AND A.M. OF MARYLAND.

Plan sponsor

Name

GRAND LODGE OF A.F. AND A.M. OF MARYLAND

EIN

52-0226260

Address

304 INTERNATIONAL CIRCLE · COCKEYSVILLE, MD · 21030

Phone

(410) 527-0600

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

5 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$23K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEAFHOUSE FINANCIAL ADVISORS LLC	—	AUSTIN, TX	OTHER	$2K	—

Investments

21 pooled funds· $4.0M(88% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
ALTA WITH ST STRT CSTM TR DT 35 ALTA TRUST · EIN 99-2738643 / PN 001	Common Collective Trust	$1.3M	28.4%
ALTA WITH ST STRT CSTIM TR DT SER 3 ALTA TRUST · EIN 99-2738350 / PN 001	Common Collective Trust	$641K	14.4%
ALTA WITH ST STRT CSTM TG DT SER 25 ALTA TRUST · EIN 99-2738208 / PN 001	Common Collective Trust	$592K	13.3%
ALTA WITH ST STRT CSTM TR DT 45 ALTA TRUST · EIN 99-2740317 / PN 001	Common Collective Trust	$339K	7.6%
ALTA WITH ST STRT CSTM TR DT 40 ALTA TRUST · EIN 99-2739675 / PN 001	Common Collective Trust	$322K	7.2%
GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001	Common Collective Trust	$226K	5.1%
ALTA WITH ST STRT CSTM RD DT SER 60 ALTA TRUST · EIN 99-2778644 / PN 001	Common Collective Trust	$139K	3.1%
ALTA WITH ST STRT CSTM TR DT RET ALTA TRUST · EIN 99-2797035 / PN 001	Common Collective Trust	$137K	3.1%
ALTA WITH ST STRT CSTM TR DT SER 20 ALTA TRUST · EIN 99-2797174 / PN 001	Common Collective Trust	$96K	2.1%
ALTA WIT ST STRT CSTM TR DT SER 50 ALT TRUST · EIN 99-2740920 / PN 001	Common Collective Trust	$63K	1.4%
ALTA WITH ST STRT CSTM TR DT 55 ALTA TRUST · EIN 99-2741092 / PN 001	Common Collective Trust	$63K	1.4%
ALTA WITH ST STRT CSTM TG DR SER 65 ALTA TRUST · EIN 99-2778968 / PN 001	Common Collective Trust	$17K	0.4%
RETIREGUIDE GROWTH ALTA TRUST · EIN 84-4095754 / PN 000	Common Collective Trust	$13K	0.3%
ALTA FEDERATED MDT SMALL CAP CORE ALTA TRUST · EIN 99-2666297 / PN 001	Common Collective Trust	$9K	0.2%
LORD ABBETT SMALL CAP GR TEST II LH GREAT GRAY · EIN 38-4139856 / PN 001	Common Collective Trust	$7K	0.1%
RETIREGUIDE GROWTH & INCOME ALTA TRUST · EIN 84-4095989 / PN 000	Common Collective Trust	$6K	0.1%
RETIREGUIDE MODERATE GROWTH ALTA TRUST · EIN 84-4096529 / PN 000	Common Collective Trust	$6K	0.1%
RETIREGUIDE MOD GROWTH & INC ALTA TRUST · EIN 84-4096260 / PN 000	Common Collective Trust	$5K	0.1%
MID CAP GROWTH FUND CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549	Common Collective Trust	$3K	<0.1%
RETIREGUIDE CONS GROWTH & INC ALTA TRUST · EIN 84-4094462 / PN 000	Common Collective Trust	$32	<0.1%
RETIREGUIDE CONS GROWTH ALTA TRUSTS · EIN 84-4074165 / PN 000	Common Collective Trust	$16	<0.1%

1–21 of 21

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