Plan Snapshot
- Plan Sponsor: The Musical Arts Association
- Sponsor EIN: 340714468
- Sponsor Address: 11001 EUCLID AVENUE, CLEVELAND, OH, 44106
- Plan Type: 403(b)
- Total Participants: 218
- Total Assets: $36.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 218 | $36.9M | $1.9M | $1.0M |
| 2023 | 224 | $33.8M | $1.7M | $925,324 |
| 2022 | 206 | $29.7M | $1.8M | $897,127 |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $65,329 | — | — | — | — |
| 2023 | $124,761 | — | — | — | — |
| 2022 | $126,096 | — | — | — | $126,096 |