# Cleveland Museum Of Natural History DC Plan
Source: https://planprovider.pro/companies/cleveland-museum-of-natural-history-plan

> Cleveland Museum Of Natural History's DC plan: 210 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — SERVICE PROVIDER

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — SERVICE PROVIDER

- [MALONEY + NOVOTNY, LLC](https://planprovider.pro/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|—|—|

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