How big is Museum of the New South Inc.'s plan?

Museum of the New South Inc.'s plan reported $1.3M in assets and 19 participants for 2024.

Original filing (PDF)20250725102027NAL0016740226001

Museum of the New South Inc.

Name: Museum of the New South Inc. — Defined Contribution, Form 5500 (2024)
Creator: Museum of the New South Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Defined Contribution Plan

Defined-benefit pension plan · Museum of the New South Inc.'s Defined Contribution Plan held $1.3M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

LISA Horldt signed Museum of the New South Inc.'s 2024 Form 5500 as plan administrator.

LISA Horldt — 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

Museum of the New South Inc.'s EIN is 56-1748648.

EIN 56-1748648

Plan number 001

Plan year 2024

ACK ID 20250725102027NAL0016740226001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Museum of the New South Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Museum of the New South Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MUSEUM OF THE NEW SOUTH INC

DBA

LEVINE MUSEUM OF THE NEW SOUTH

EIN

all filings

Address

PO BOX 20125 · CHARLOTTE, NC · 28230

Phone

(704) 333-1887

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