How big is Cincinnati Museum Association's plan?

Cincinnati Museum Association's plan reported $10.7M in assets and 208 participants for 2023.

Original filing (PDF)20250418105833NAL0001292387001

Cincinnati Museum Association

Name: Cincinnati Museum Association — Cincinnati Museum, Form 5500 (2023)
Creator: Cincinnati Museum Association
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cincinnati Museum Association 401(k) Profit Sharing Plan

401(k) retirement plan · Cincinnati Museum Association's Cincinnati Museum Association 401(k) Profit Sharing Plan held $10.7M in plan assets for 208 participants in 2023, with Fidelity as recordkeeper.

Active participants

208

Accounts w/ balance

291

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

People on this filing

Carol Edmondson signed Cincinnati Museum Association's 2023 Form 5500 as plan administrator.

Carol Edmondson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cincinnati Museum Association's EIN is 31-0536653.

EIN 31-0536653

Plan number 003

Plan year 2023

ACK ID 20250418105833NAL0001292387001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cincinnati Museum Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Cincinnati Museum Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CINCINNATI MUSEUM ASSOCIATION.

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How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (15th percentile).

Plan sponsor

Name

CINCINNATI MUSEUM ASSOCIATION

EIN

all filings

Address

953 EDEN PARK DR · CINCINNATI, OH · 45202

Phone

(513) 639-2921

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-04-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$34K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
HORAN SECURITIES INC	31-1448612	—	ADVISOR	$27K	—

Investments

26 direct securities· $10.7M(100% of reported assets)

Mutual Funds

$8.8M

17 holdings

Common Collective Trusts

$1.5M

4 holdings

Other securities

$473K

4 holdings

Bonds / Notes

$27K

1 holding

					% of plan
Fidelity Freedom Index 2025 Fund Mutual Fund	Mutual Funds	—	—	$2.3M	21.6%
Fidelity Freedom Index 2040 Fund Mutual Fund	Mutual Funds	—	—	$1.1M	10.4%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$897K	8.3%
Fidelity Freedom Index 2030 Fund Mutual Fund	Mutual Funds	—	—	$871K	8.1%
Fidelity Freedom Index 2050 Fund Mutual Fund	Mutual Funds	—	—	$850K	7.9%
Fidelity Freedom Index 2035 Fund Mutual Fund	Mutual Funds	—	—	$771K	7.2%
Fidelity Freedom Index 2045 Fund Mutual Fund	Mutual Funds	—	—	$751K	7.0%
Fidelity Freedom Index 2055 Fund Mutual Fund	Mutual Funds	—	—	$723K	6.7%
Fidelity Freedom Index 2010 Fund Mutual Fund	Mutual Funds	—	—	$665K	6.2%
AB Large Cap Growth Fund Class Z Mutual Fund	Other securities	—	—	$344K	3.2%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$224K	2.1%
Fidelity U.S. Bond Index Mutual Fund	Mutual Funds	—	—	$206K	1.9%
Fidelity Freedom Index 2060 Fund Mutual Fund	Mutual Funds	—	—	$188K	1.7%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$169K	1.6%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$160K	1.5%
MFS International Diversification Fund Class R6 Mutual Fund	Mutual Funds	—	—	$122K	1.1%
JPMorgan Emerging Markets Equity Fund Mutual Fund	Other securities	—	—	$94K	0.9%
MFS Value Fund Class Mutual Fund	Mutual Funds	—	—	$76K	0.7%
Fidelity Freedom Index 2065 Fund Mutual Fund	Mutual Funds	—	—	$42K	0.4%
Fidelity Freedom Index 2020 Fund Mutual Fund	Mutual Funds	—	—	$41K	0.4%
Fidelity Freedom Index 2015 Fund Mutual Fund	Mutual Funds	—	—	$32K	0.3%
JPMorgan Global Bond Opportunities Fund Mutual Fund	Other securities	—	—	$28K	0.3%
Participant Loans (interest rates ranging from 4.25% - 9.50% with various maturities) -	Bonds / Notes	—	—	$27K	0.2%
Fidelity Government Money Market Fund Money Market Fund	Mutual Funds	—	—	$19K	0.2%
Cohen & Steers Real Estate Securities Fund Mutual Fund	Other securities	—	—	$8K	<0.1%
Fidelity Freedom Index Income Fund Mutual Fund ** 701 Lord Abbett High Yield Fund Mutual Fund	Mutual Funds	—	—	$3K	<0.1%