# Perot Museum Of Nature And Science 401(k) Plan
Source: https://planprovider.pro/companies/perot-museum-of-nature-and-science-401k-plan

> Perot Museum Of Nature And Science&#39;s 401(k) plan: 144 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — INVESTMENT ADVISORY

- [NATIONWIDE](https://planprovider.pro/provider/nationwide-mutual-insurance-company) — RECORDKEEPER

- [PRICEKUBECKA, PLLC](https://planprovider.pro/provider/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|—|—|—|

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