Plan Snapshot
- Plan Sponsor: Cincinnati Museum Center
- Sponsor EIN: 311212634
- Sponsor Address: 1301 WESTERN AVENUE, CINCINNATI, OH, 45203
- Plan Type: 403(b)
- Total Participants: 235
- Total Assets: $25.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 235 | $25.2M | $356,348 | $553,089 |
| 2023 | 222 | $23.3M | $296,250 | $491,604 |
| 2022 | 183 | $21.0M | $282,259 | $469,420 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORDKEEPER | $22,297 | — | $22,297 |
| PNC INSTITUTIONAL ASSET MANAGEMENT | ADVISOR | $10,283 | — | $10,283 |
| DEAN DORTON ALLEN FORD, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,580
- Estimated Expense Ratio: 0.129% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $32,532 | $10,283 | $22,249 | — | — |
| 2023 | $23,093 | $3,354 | $19,739 | — | — |
| 2022 | $32,661 | $2,462 | $29,787 | — | $412 |