Plan Snapshot
- Plan Sponsor: Uss Midway Museum
- Sponsor EIN: 330556416
- Sponsor Address: 910 N HARBOR DRIVE, SAN DIEGO, CA, 92101
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 189 | $9.7M | $486,091 | $823,455 |
| 2023 | 260 | $8.5M | $356,856 | $684,517 |
| 2022 | 215 | $7.5M | $300,283 | $596,154 |
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 |
|---|---|---|---|---|
| WEST RHODE & ROBERTS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEST RHODE & ROBERTS — 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 | $49,995 | — | $49,675 | — | — |
| 2023 | $33,180 | — | $32,767 | — | — |
| 2022 | $36,652 | $15,032 | $21,620 | — | — |