Plan Snapshot
- Plan Sponsor: The Mariners' Museum
- Sponsor EIN: 540541801
- Sponsor Address: 100 MUSEUM DR, NEWPORT NEWS, VA, 236063757
- Plan Type: 403(b)
- Total Participants: 118
- Total Assets: $6.8M
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 | 118 | $6.8M | $220,110 | $573,486 |
| 2023 | 118 | $5.9M | $179,877 | $496,668 |
| 2022 | 101 | $5.0M | $169,784 | $438,211 |
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 |
|---|---|---|---|---|
| BROWN EDWARDS & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN EDWARDS & COMPANY — 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 | $60,663 | — | $60,663 | — | — |
| 2023 | $54,849 | — | $36,850 | $17,999 | — |
| 2022 | $33,903 | — | $33,903 | — | — |