# The Field Museum Of Natural History 403(b) Plan
Source: https://planprovider.pro/companies/the-field-museum-of-natural-history-403b-plan

> The Field Museum Of Natural History's 403(b) plan: 551 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Field Museum Of Natural History

- **Sponsor EIN:** 362167011

- **Sponsor Address:** 1400 SOUTH DUSABLE LAKE SHORE DR., CHICAGO, IL, 60605

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

- **Total Participants:** 551

- **Total Assets:** $55.1M

## 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|551|$55.1M|$1.1M|$2.4M|

| 2023|536|$48.5M|$1.4M|$2.3M|

| 2022|537|$44.6M|$1.4M|$2.2M|

## 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|

| VALIC RETIREMENT SERVICES CO.|NONE|$37,421|—|$37,421|

| 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:** $37,421

- **Estimated Expense Ratio:** 0.068% 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|$37,754|—|$37,754|—|—|

| 2023|$29,002|—|$29,002|—|—|

| 2022|$30,512|—|$23,818|—|—|

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