Plan Snapshot
- Plan Sponsor: The Childrens Museum Of Indianapolis INC.
- Sponsor EIN: 350867985
- Sponsor Address: PO BOX 3000, INDIANAPOLIS, IN, 46206
- Plan Type: 403(b)
- Total Participants: 361
- Total Assets: $34.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 361 | $34.9M | $1.1M | $1.1M |
| 2023 | 357 | $32.5M | $1.1M | $1.1M |
| 2022 | 359 | $27.4M | $983,449 | $1.0M |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | NONE | $4,676 | $48,336 | $53,012 |
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,012
- Estimated Expense Ratio: 0.152% 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 | $4,001 | — | $4,001 | — | — |
| 2023 | $3,988 | — | $3,988 | — | — |
| 2022 | $2,736 | — | $2,736 | — | — |