# Margaret Woodbury Strong Museum 403(b) Plan
Source: https://planprovider.pro/companies/margaret-woodbury-strong-museum-403b-plan

> Margaret Woodbury Strong Museum's 403(b) plan: 212 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Margaret Woodbury Strong Museum

- **Sponsor EIN:** 160954168

- **Sponsor Address:** 1 MANHATTAN SQUARE, ROCHESTER, NY, 146073941

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

- **Total Participants:** 212

- **Total Assets:** $24.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|212|$24.4M|$513,774|$529,728|

| 2023|228|$22.5M|$451,580|$474,758|

| 2022|119|$19.8M|$382,573|$419,715|

## 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|Other Service Provider|$24,246|—|$24,246|

| WEALTH ENHANCEMENT ADVISORY SERVICE|Other Service Provider|$21,444|—|$21,444|

| BONADIO & CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — Other Service Provider

- [BONADIO & CO. LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,690

- **Estimated Expense Ratio:** 0.187% 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|$48,478|—|$45,839|—|—|

| 2023|$43,269|—|$41,700|—|—|

| 2022|$33,361|—|$33,361|—|—|

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