Original filing (PDF)20250723110801NAL0001828627001

THE CHARLESTON MUSEUM

Name: THE CHARLESTON MUSEUM — THE CHARLESTON MUSEUM RETIREMENT AND TDA PLAN, Form 5500 (2024)
Creator: THE CHARLESTON MUSEUM

Form 5500-SF

FILING_RECEIVED

THE CHARLESTON MUSEUM RETIREMENT AND TDA PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

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 (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE CHARLESTON MUSEUM

EIN

57-6000318

Address

360 MEETING ST · CHARLESTON, SC · 294036235

Phone

(843) 722-2996

Industry