# Milwaukee Art Museum, INC. 403(b) Plan
Source: https://planprovider.pro/companies/milwaukee-art-museum-inc-403b-plan

> Milwaukee Art Museum, INC.'s 403(b) plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Milwaukee Art Museum, INC.

- **Sponsor EIN:** 390806316

- **Sponsor Address:** 700 NORTH ART MUSEUM DRIVE, MILWAUKEE, WI, 53202

- **Plan Type:** 403(b)

- **Total Participants:** 171

- **Total Assets:** $9.1M

## 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|171|$9.1M|$165,325|$613,055|

| 2023|195|$8.1M|$138,301|$544,894|

| 2022|241|$6.6M|$109,245|$436,973|

## 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|

| WIPFLI, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WIPFLI, LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$50,152|$25,406|$25,314|—|—|

| 2023|$45,468|—|$24,234|$20,666|—|

| 2022|$45,326|—|$44,860|—|—|

## Similar Plans

- [Milwaukee Public Museum, INC.](https://planprovider.pro/companies/milwaukee-public-museum-inc-401k-plan) — 126 participants

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