Plan Snapshot
- Plan Sponsor: Indianapolis Museum Of Art INC.
- Sponsor EIN: 350867955
- Sponsor Address: 4000 MICHIGAN ROAD, INDIANAPOLIS, IN, 462083326
- Plan Type: 401(k)
- Total Participants: 496
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 496 | $16.1M | $628,539 | $804,040 |
| 2023 | 394 | $15.4M | $550,073 | $768,582 |
| 2022 | 329 | $14.9M | $534,833 | $769,325 |
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 |
|---|---|---|---|---|
| MORGAN STANLEY | NONE | $32,347 | — | $32,347 |
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $35 | $12,132 | $12,167 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — NONE
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,514
- Estimated Expense Ratio: 0.277% 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 | $32,382 | $32,347 | $35 | — | — |
| 2023 | $31,548 | — | $31,548 | — | — |
| 2022 | $33,008 | $32,973 | $35 | — | — |