Plan Snapshot
- Plan Sponsor: Kimbell Art Foundation Kimbell Art Museum
- Sponsor EIN: 756036226
- Sponsor Address: 3230 CAMP BOWIE BOULEVARD,SUITE 600, FORT WORTH, TX, 76107
- Plan Type: 403(b)
- Total Participants: 149
- Total Assets: $28.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 149 | $28.8M | $513,727 | $703,022 |
| 2023 | 146 | $25.6M | $444,894 | $619,966 |
| 2022 | 176 | $22.9M | $461,324 | $629,471 |
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-TEACHERS INSURANCE AND ANNUITY | RECORDKEEPER | $27,495 | — | $27,495 |
| PLANPILOT, LLC | INVESTMENT MANAGER | $6,524 | — | $6,524 |
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA-TEACHERS INSURANCE AND ANNUITY — RECORDKEEPER
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,019
- Estimated Expense Ratio: 0.118% 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 | $28,847 | — | $28,847 | — | — |
| 2023 | $23,221 | — | $23,221 | — | — |
| 2022 | $19,440 | — | $19,440 | — | — |