Plan Ledger DOL Form 5500 · updated monthly

Museum of Contemporary Art403(b)

MUSEUM OF CONTEMPORARY ART 403(B) TAX DEFERRED ANNUITY PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.65%

Museum of Contemporary Art reported $63,078 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. 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 0.34% to 0.65%. 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 Illinois (2,386th of 3,702), and 678th of 1,311 in arts, entertainment & recreation. active participation has shrunk from 177 to 144 since 2022.

Plan summary
Net assets, end of year$10,051,121
Participants with balances116
Active participants144
Employer contributions—
Employee contributions$394,799
Employer contribution per active participant—
Average account balance$86,648
Benefits paid to participants$760,941
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 116 accts
2023$9.4M · 121 accts
2022$8.1M · 119 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,858
Investment management$53,220
Total administrative$63,078
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 · 20243
TIAA-CREF · Recordkeeping · Consulting$37,599
FOREST CAPITAL MANAGEMENT · Investment management$25,280
FIDELITY INVESTMENTS INSTITUTIONAL · Investment management$199

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$63,078 · 0.65%
2023$31,280 · 0.36%
2022$26,199 · 0.34%
Same employer
Similar plansArts, Entertainment & Recreation · Illinois
University Club of Chicago IL$14.8M · 0.23%
Lyric Opera of Chicago IL$14.5M · 0.15%
Lnproduction, Inc. IL$11.4M · 0.36%
Navy Pier, Inc. IL$9.4M · 0.79%
Fitness Formula, LTD IL$8.9M · 0.34%
The Adler Planetarium IL$7.6M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 366154098 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.