Plan Snapshot
- Plan Sponsor: Museum Of Flight Foundation
- Sponsor EIN: 910785826
- Sponsor Address: 9404 E. MARGINAL WAY S., TUKWILA, WA, 981084046
- Plan Type: 403(b)
- Total Participants: 228
- Total Assets: $14.6M
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 | 228 | $14.6M | $424,856 | $939,573 |
| 2023 | 194 | $12.3M | $373,966 | $842,704 |
| 2022 | 162 | $10.3M | $333,200 | $768,351 |
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 | $29,780 | — | $29,780 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,780
- Estimated Expense Ratio: 0.205% 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 | $30,775 | — | $30,775 | — | — |
| 2023 | $22,208 | — | $21,650 | — | — |
| 2022 | $24,360 | — | $24,360 | — | — |