Plan Snapshot
- Plan Sponsor: Museum Of Science
- Sponsor EIN: 042103916
- Sponsor Address: C/O BRIAN THERRIEN, VP FINANCE, BOSTON, MA, 021141099
- Plan Type: 401(k)
- Total Participants: 329
- Total Assets: $33.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 329 | $33.1M | $1.2M | $0 |
| 2023 | 286 | $29.2M | $1.1M | $0 |
| 2022 | 259 | $24.6M | $915,314 | $0 |
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 |
|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | CONSULTANT | $22,500 | — | $22,500 |
| NFP RETIREMENT | OTHER SERVICES | $16,800 | — | $16,800 |
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA ADVISORY SERVICES — CONSULTANT
- NFP RETIREMENT — OTHER SERVICES
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,300
- Estimated Expense Ratio: 0.119% 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 | $36,150 | — | — | — | — |
| 2023 | $38,950 | — | — | — | — |
| 2022 | $31,328 | — | — | — | — |