Plan Snapshot
- Plan Sponsor: Peabody Essex Museum
- Sponsor EIN: 043157815
- Sponsor Address: 161 ESSEX ST, SALEM, MA, 01970
- Plan Type: DC
- Total Participants: 195
- Total Assets: $12.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 195 | $12.0M | $751,490 | $0 |
| 2023 | 167 | $11.0M | $696,597 | $0 |
| 2022 | 154 | $9.1M | $715,558 | $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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 |
|---|---|---|---|---|---|
| 2024 | $33,785 | — | — | — | — |
| 2023 | $27,895 | — | — | — | — |
| 2022 | $30,336 | — | — | — | — |