Plan Snapshot
- Plan Sponsor: Perot Museum Of Nature And Science
- Sponsor EIN: 756067569
- Sponsor Address: 2201 N. FIELD STREET, DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $7.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 144 | $7.5M | $296,794 | $562,581 |
| 2023 | 143 | $6.7M | $278,708 | $536,283 |
| 2022 | 137 | $5.3M | $245,132 | $456,246 |
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 |
|---|---|---|---|---|
| PROACCOUNT | INVESTMENT ADVISORY | $41,512 | — | $41,512 |
| NATIONWIDE | RECORDKEEPER | $22,764 | $560 | $23,324 |
| CECILCO | THIRD PARTY ADMINISTRAT | $5,102 | $10,378 | $15,480 |
| PRICEKUBECKA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PROACCOUNT — INVESTMENT ADVISORY
- NATIONWIDE — RECORDKEEPER
- PRICEKUBECKA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,316
- Estimated Expense Ratio: 1.066% 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 | $47,900 | $41,512 | $5,059 | — | — |
| 2023 | $40,063 | — | $40,063 | — | — |
| 2022 | $39,914 | $39,914 | — | — | — |