# The Henry Francis Dupont Winterthur Museum 403(b) Plan
Source: https://planprovider.pro/companies/the-henry-francis-dupont-winterthur-museum-403b-plan

> The Henry Francis Dupont Winterthur Museum's 403(b) plan: 308 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Henry Francis Dupont Winterthur Museum

- **Sponsor EIN:** 510066038

- **Sponsor Address:** 5105 KENNETT PIKE, WINTERTHUR, DE, 197351819

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

- **Total Participants:** 308

- **Total Assets:** $20.7M

## 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|308|$20.7M|$553,917|$896,707|

| 2023|304|$17.2M|$532,888|$794,401|

| 2022|281|$14.8M|$466,903|$685,780|

## 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|

| BELFINT, LYONS & SHUMAN, P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BELFINT, LYONS & SHUMAN, P.A.](https://planprovider.pro/provider/belfint-lyons-and-shuman-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$3,769|—|$3,769|—|—|

| 2023|$3,507|—|$3,507|—|—|

| 2022|$2,940|—|$2,940|—|—|

## Similar Plans

- [Eleutherian Mills-Hagley Foundation, INC.](https://planprovider.pro/companies/eleutherian-mills-hagley-foundation-inc-403b-plan) — 88 participants

- [The Henry Francis Du Pont Winterthur Museum, INC.](https://planprovider.pro/companies/the-henry-francis-du-pont-winterthur-museum-inc-plan-001) — 35 participants

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