Plan Snapshot
- Plan Sponsor: Conner Prairie Museum INC.
- Sponsor EIN: 203402627
- Sponsor Address: 13400 ALLISONVILLE RD, FISHERS, IN, 46038
- Plan Type: 403(b)
- Total Participants: 429
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 429 | $9.8M | $330,053 | $314,981 |
| 2023 | 394 | $8.4M | $321,938 | $288,106 |
| 2022 | 339 | $7.3M | $264,009 | $246,215 |
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 |
|---|---|---|---|---|
| SHEPHERD FINANCIAL INV | NONE | $21,283 | — | $21,283 |
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $920 | $5,711 | $6,631 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SHEPHERD FINANCIAL INV — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,914
- Estimated Expense Ratio: 0.286% 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 | $22,203 | $21,283 | $920 | — | — |
| 2023 | $18,066 | $17,586 | $480 | — | — |
| 2022 | $17,155 | $16,114 | $1,041 | — | — |