Plan Snapshot
- Plan Sponsor: The Nelson-Atkins Museum Of Art
- Sponsor EIN: 446012977
- Sponsor Address: 4525 OAK ST, KANSAS CITY, MO, 64111
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 440
- Total Assets: $22.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 440 | $22.4M | $0 | $0 |
| 2024 | 344 | $17.2M | $894,504 | $1.4M |
| 2023 | 372 | $14.2M | $702,989 | $1.1M |
| 2022 | 344 | $11.2M | $563,818 | $1.0M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $102,793 | $20,279 | $123,072 |
| MORNINGSTAR | Other Service Provider | — | $10,016 | $10,016 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $133,088
- Estimated Expense Ratio: 0.593% 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 |
|---|---|---|---|---|---|
| 2025 | $2,050,682 | $168 | $102,426 | — | — |
| 2024 | $82,945 | — | $82,895 | — | — |
| 2023 | $64,799 | — | $64,699 | — | — |
| 2022 | $59,073 | — | — | — | — |