# The Colorado Museum Of Natural History, A Colorado Non-Profit Corporat 403(b) Plan
Source: https://planprovider.pro/companies/the-colorado-museum-of-natural-history-a-colorado-non-profit-403b-plan

> The Colorado Museum Of Natural History, A Colorado Non-Profit Corporat's 403(b) plan: 525 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Colorado Museum Of Natural History, A Colorado Non-Profit Corporat

- **Sponsor EIN:** 840518447

- **Sponsor Address:** 2001 COLORADO BLVD, DENVER, CO, 80205

- **Plan Type:** 403(b)

- **Total Participants:** 525

- **Total Assets:** $38.3M

## 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|525|$38.3M|$1.1M|$1.9M|

| 2023|528|$34.6M|$933,510|$1.6M|

| 2022|480|$29.5M|$752,698|$1.4M|

## 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|

| P&M HOLDING GROUP LLP|AUDITOR|$39,328|—|$39,328|

| NFP RETIREMENT INC|INVST MGMT|$33,000|—|$33,000|

| CAPTIAL GROUP RETIREMENT SERVICES|RECORDKEEPER|$10,701|—|$10,701|

| SCHLENNER WENNER & CO CPAS|OTHER|$9,659|—|$9,659|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $92,688

- **Estimated Expense Ratio:** 0.242% 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|$124,574|$124,574|—|—|—|

| 2023|$59,758|—|—|—|—|

| 2022|$76,451|—|$76,451|—|—|

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- [Denver Art Museum](https://planprovider.pro/companies/denver-art-museum-403b-plan-002) — 432 participants

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