# Museum Of Science 401(k) Plan
Source: https://planprovider.pro/companies/museum-of-science-401k-plan

> Museum Of Science&#39;s 401(k) plan: 329 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/john-hancock) — CONSULTANT

- [NFP RETIREMENT](https://planprovider.pro/provider/accelerate-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|—|—|—|—|

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