Plan Ledger DOL Form 5500 · updated monthly

Perot Museum of Nature and Science401(k)

PEROT MUSEUM OF NATURE AND SCIENCE EMPLOYEE SAVINGS PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Perot Museum of Nature and Science reported $47,900 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. Employer contributions averaged $2,061 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 3 years on file its reported administrative ratio has held roughly steady near 0.67%. 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 Texas (3,485th of 5,688), and 791st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,535,256
Participants with balances245
Active participants144
Employer contributions$296,794
Employee contributions$562,581
Employer contribution per active participant$2,061
Average account balance$30,756
Benefits paid to participants$814,653
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 245 accts · $297K emplr
2023$6.7M · 246 accts · $279K emplr
2022$5.3M · 226 accts · $245K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,388
Investment management$41,512
Total administrative$47,900
The Perot Museum of Nature and Science 401(k) match · 2024
Employer contribution per active participant$2,061
Median for plans this size$1,313
2024$2,061 per active participant
2023$1,949 per active participant
2022$1,789 per active participant

Perot Museum of Nature and Science's 2024 employer contribution ran above 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 · 20243
NATIONWIDE · Recordkeeping · Custodial (securities)$22,764
PROACCOUNT · Investment advisory (participants)$41,512
CECILCO · Contract administrator · Pension consulting$5,102

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

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

Administrative cost history3
2024$47,900 · 0.67%
2023$40,063 · 0.67%
2022$39,914 · 0.71%
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Uslive Opco Inc TX$8.6M · 0.72%
Houston Grand Opera, Inc. TX$8.1M · 0.46%
Royal Oaks Country Club TX$7.7M · 0.62%
Ld Systems, L.P. TX$7.2M · 0.53%
Austin Country Club TX$7.1M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 756067569 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.