Plan Snapshot
- Plan Sponsor: Fernbank Museum Of Natural History
- Sponsor EIN: 586028607
- Sponsor Address: 767 CLIFTON ROAD NE, ATLANTA, GA, 30307
- Plan Type: DC
- Total Participants: 115
- Total Assets: $7.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 115 | $7.7M | $102,683 | $176,475 |
| 2023 | 133 | $6.8M | $101,895 | $168,809 |
| 2022 | 128 | $5.8M | $83,646 | $168,347 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $49,798 | — | $49,798 |
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | Investment Advisor | — | $22,335 | $22,335 |
| PENSION FINANCIAL SERVICES, INC. | Recordkeeper | — | $9,521 | $9,521 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,654
- Estimated Expense Ratio: 1.056% 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 | $50,298 | — | $50,298 | — | — |
| 2023 | $41,316 | — | $41,316 | — | — |
| 2022 | $41,870 | — | $41,870 | — | — |