Plan Snapshot
- Plan Sponsor: Museum Of Science
- Sponsor EIN: 042103916
- Sponsor Address: C/O YASMINA BLAISE, SVP FINANCE, BOSTON, MA, 021141099
- Plan Type: DC
- Total Participants: 403
- Total Assets: $46.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 403 | $46.6M | $3,942 | $2.2M |
| 2023 | 376 | $40.3M | $0 | $2.1M |
| 2022 | 350 | $33.6M | $0 | $2.0M |
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, LLC | INVESTMENT ADVISOR | $15,000 | — | $15,000 |
| 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, LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,000
- Estimated Expense Ratio: 0.032% 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 | -$13,813 | $15,000 | — | — | — |
| 2023 | -$28,163 | — | — | — | — |
| 2022 | -$6,438 | — | — | — | — |