# Kimbell Art Foundation Kimbell Art Museum 403(b) Plan
Source: https://planprovider.pro/companies/kimbell-art-foundation-kimbell-art-museum-403b-plan

> Kimbell Art Foundation Kimbell Art Museum's 403(b) plan: 149 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [WHITLEY PENN LLP](https://planprovider.pro/provider/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|—|—|

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