# Musical Instrument Museum 401(k) Plan
Source: https://planprovider.pro/companies/musical-instrument-museum-161743588-001

> Musical Instrument Museum's 401(k) plan: 121 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Musical Instrument Museum

- **Sponsor EIN:** 161743588

- **Sponsor Address:** 4725 E MAYO BLVD, PHOENIX, AZ, 850506920

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 121

- **Total Assets:** $6.2M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|121|$6.2M|$0|$0|

| 2024|93|$4.8M|$295,637|$427,045|

| 2023|76|$4.4M|$205,106|$378,112|

| 2022|84|$3.9M|$204,077|$347,092|

## 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|

| CLIFTONLARSONALLEN 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|

| 2025|$341,241|—|$1,600|—|—|

| 2024|$883,628|—|—|—|—|

| 2023|$1,004,338|—|—|—|—|

| 2022|$332,935|—|—|—|—|

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