Plan Snapshot
- Plan Sponsor: Milwaukee Public Museum, INC.
- Sponsor EIN: 391723105
- Sponsor Address: 800 W. WELLS STREET, MILWAUKEE, WI, 53233
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $15.4M
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 | 126 | $15.4M | $257,977 | $453,489 |
| 2023 | 128 | $14.1M | $223,382 | $445,276 |
| 2022 | 117 | $11.8M | $123,387 | $369,690 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
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 | $6,145 | $3,945 | — | — | — |
| 2023 | $1,898 | $600 | — | — | — |
| 2022 | $7,549 | $5,649 | — | — | — |