# Peabody Essex Museum DC Plan
Source: https://planprovider.pro/companies/peabody-essex-museum-plan-002

> Peabody Essex Museum's DC plan: 195 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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