Plan Snapshot
- Plan Sponsor: Lucas Museum Of Narrative Art
- Sponsor EIN: 455600818
- Sponsor Address: 700 S FLOWER ST STE 2400, LOS ANGELES, CA, 900174211
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 107
- Total Assets: $7.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 107 | $7.6M | $643,063 | $829,057 |
| 2023 | 93 | $5.9M | $464,040 | $646,461 |
| 2022 | 60 | $4.0M | $338,958 | $425,971 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | Auditor | — | — | $0 |
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 | $3,039 | — | — | — | — |
| 2023 | $82,617 | — | — | — | — |
| 2022 | $86,583 | — | — | — | — |