Plan Ledger DOL Form 5500 · updated monthly

Conner Prairie Museum Inc.403(b)

CONNER PRAIRIE MUSEUM INC. ERISA 403B PLAN · FISHERS, IN · plan year 2024

Reported admin expense ratio · 2024
0.24%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Conner Prairie Museum Inc. reported $22,203 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $769 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.22% to 0.24%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Indiana (900th of 1,562), and 691st of 1,311 in arts, entertainment & recreation. In 2024, the employer put in $1.05 for every $1.00 employees contributed themselves; active participation has grown from 339 to 429 since 2022.

Plan summary
Net assets, end of year$9,766,796
Participants with balances218
Active participants429
Employer contributions$330,053
Employee contributions$314,981
Employer contribution per active participant$769
Average account balance$44,802
Benefits paid to participants$355,916
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 218 accts · $330K emplr
2023$8.4M · 226 accts · $322K emplr
2022$7.3M · 174 accts · $264K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$920
Investment management$21,283
Total administrative$22,203
Employer contributions to the Conner Prairie Museum Inc. plan · 2024
Employer contribution per active participant$769
Median for plans this size$1,313
2024$769 per active participant
2023$817 per active participant
2022$779 per active participant

Conner Prairie Museum Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Participant communication$920
SHEPHERD FINANCIAL INV · Investment advisory (participants) · Investment advisory (plan)$21,283

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$22,203 · 0.24%
2023$18,066 · 0.23%
2022$17,155 · 0.22%
Similar plansArts, Entertainment & Recreation · Indiana
Chip Ganassi Racing, LLC IN$23.2M · 0.39%
Andretti Autosport IN$6.5M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203402627 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.