# Hillwood Estate, Museum & Gardens 403(b) Plan
Source: https://planprovider.pro/companies/hillwood-estate-museum-gardens-plan

> Hillwood Estate, Museum & Gardens's 403(b) plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hillwood Estate, Museum & Gardens

- **Sponsor EIN:** 526080752

- **Sponsor Address:** 4155 LINNEAN AVENUE, NW, WASHINGTON, DC, 20008

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

- **Total Participants:** 120

- **Total Assets:** $9.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|120|$9.8M|$144,638|$400,951|

| 2023|124|$9.4M|$341,513|$349,984|

| 2022|106|$8.0M|$226,027|$303,201|

## 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|

| YOUNT, HYDE & BARBOUR, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [YOUNT, HYDE & BARBOUR, P.C.](https://planprovider.pro/provider/yount-hyde-and-barbour-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$36,946|$18,000|$18,946|—|—|

| 2023|$38,249|$18,000|$20,249|—|—|

| 2022|$34,656|$18,000|$16,156|—|—|

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