# Cincinnati Museum Center 403(b) Plan
Source: https://planprovider.pro/companies/cincinnati-museum-center-403b-plan

> Cincinnati Museum Center&#39;s 403(b) plan: 235 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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