Plan Ledger DOL Form 5500 · updated monthly

Houston Museum of Natural Science401(k)

HOUSTON MUSEUM OF NATURAL SCIENCE EMPLOYEES 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Houston Museum of Natural Science reported $2,258 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,669 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 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,800th-largest of 5,688 plans among Texas employers on file, and the 374th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.59 for every $1.00 the employer contributed; active participation has grown from 207 to 379 since 2022.

Plan summary
Net assets, end of year$23,750,406
Participants with balances216
Active participants379
Employer contributions$632,522
Employee contributions$1,004,602
Employer contribution per active participant$1,669
Average account balance$109,956
Benefits paid to participants$1,090,480
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.8M · 216 accts · $633K emplr
2023$19.8M · 199 accts · $576K emplr
2022$15.6M · 182 accts · $479K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,125
Investment management$1,133
Total administrative$2,258
The Houston Museum of Natural Science 401(k) match · 2024
Employer contribution per active participant$1,669
Median for plans this size$2,416
2024$1,669 per active participant
2023$2,389 per active participant
2022$2,315 per active participant

Houston Museum of Natural Science's 2024 employer contribution ran below the $2,416 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,125

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

Administrative cost history3
2024$2,258 · 0.01%
2023$1,416 · 0.01%
2022$345 · 0.00%
Same employer
Similar plansArts, Entertainment & Recreation · Texas
Houston Zoo, Inc. TX$28.2M · 0.43%
River Oaks Country Club TX$27.0M · 0.28%
Houston Ballet Foundation TX$23.0M · 0.19%
Dallas Zoo Management, Inc. TX$16.8M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741036131 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.