# Amon Carter Museum Of Western Art 403(b) Plan
Source: https://planprovider.pro/companies/amon-carter-museum-of-western-art-751077979-001

> Amon Carter Museum Of Western Art's 403(b) plan: 90 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Amon Carter Museum Of Western Art

- **Sponsor EIN:** 751077979

- **Sponsor Address:** 3501 CAMP BOWIE BLVD, FORT WORTH, TX, 76107

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 90

- **Total Assets:** $27.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|90|$27.9M|$266,179|$471,711|

| 2023|101|$28.0M|$303,609|$508,851|

| 2022|104|$23.9M|$310,639|$534,636|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TIAA|Recordkeeper|$28,607|—|$28,607|

| PLANPILOT LLC|Other Service Provider|$23,040|—|$23,040|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $51,647

- **Estimated Expense Ratio:** 0.185% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$51,422|$378|$51,044|—|—|

| 2023|$432|$282|$150|—|—|

| 2022|$237|$187|$50|—|—|

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