# The Holden Arboretum 403(b) Plan
Source: https://planprovider.pro/companies/holden-arboretum-403b-plan

> The Holden Arboretum's 403(b) plan: 165 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Holden Arboretum

- **Sponsor EIN:** 340750346

- **Sponsor Address:** 9500 SPERRY ROAD, KIRTLAND, OH, 44094

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

- **Total Participants:** 165

- **Total Assets:** $9.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|165|$9.5M|$404,614|$574,270|

| 2023|165|$8.0M|$357,645|$489,955|

| 2022|146|$7.0M|$331,136|$503,493|

## 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|

| MALONEY + NOVOTNY LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MALONEY + NOVOTNY LLC](https://planprovider.pro/provider/maloney-novotny-llc) — 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|$287|—|$287|—|—|

| 2023|$99|—|$99|—|—|

| 2022|$30|—|$30|—|—|

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