Plan Snapshot
- Plan Sponsor: Cleveland Museum Of Natural History
- Sponsor EIN: 340714338
- Sponsor Address: 1 WADE OVAL DRIVE, CLEVELAND, OH, 44106
- Plan Type: DC
- Total Participants: 210
- Total Assets: $18.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 210 | $18.1M | $448,215 | $577,040 |
| 2023 | 195 | $16.0M | $394,775 | $545,277 |
| 2022 | 110 | $14.7M | $340,756 | $511,238 |
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 |
|---|---|---|---|---|
| TIAA | SERVICE PROVIDER | $25,967 | — | $25,967 |
| GLOBAL RETIREMENT PARTNERS | SERVICE PROVIDER | $20,288 | — | $20,288 |
| MALONEY + NOVOTNY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — SERVICE PROVIDER
- GLOBAL RETIREMENT PARTNERS — SERVICE PROVIDER
- MALONEY + NOVOTNY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,255
- Estimated Expense Ratio: 0.255% 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 | $44,704 | — | $44,704 | — | — |
| 2023 | $36,999 | — | $36,999 | — | — |
| 2022 | $35,994 | — | $35,994 | — | — |