# Conner Prairie Museum INC. 403(b) Plan
Source: https://planprovider.pro/companies/conner-prairie-museum-inc-403b-plan

> Conner Prairie Museum INC.'s 403(b) plan: 429 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/shepherd-financial-investment-advisory-llc) — 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|—|—|

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