Plan Snapshot
- Plan Sponsor: Museum Associates, D/B/A Los Angeles County Museum Of Art
- Sponsor EIN: 952264067
- Sponsor Address: 5905 WILSHIRE BOULEVARD, LOS ANGELES, CA, 90036
- Plan Type: DB
- Total Participants: 313
- Total Assets: $56.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 313 | $56.5M | $0 | $0 |
| 2023 | 288 | $52.7M | $2.8M | $0 |
| 2022 | 297 | $45.2M | $2.8M | $0 |
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 |
|---|---|---|---|---|
| TRANSAMERICA | Recordkeeper | $94,574 | — | $94,574 |
| WCM INVESTMENT MANAGEMENT | Other Service Provider | $27,267 | — | $27,267 |
| US BANK | Recordkeeper | $19,977 | — | $19,977 |
| ALPINE INVESTMENT MANAGEMENT, LLC | Other Service Provider | $17,370 | — | $17,370 |
| AMI ASSET MANAGEMENT | Other Service Provider | $16,480 | — | $16,480 |
| SEGALL BRYANT & HAMILL LLC | Other Service Provider | $8,857 | — | $8,857 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA — Recordkeeper
- US BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $184,525
- Estimated Expense Ratio: 0.326% 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 | $132,031 | $69,973 | — | — | — |
| 2023 | $146,759 | $79,242 | — | — | — |
| 2022 | $72,306 | $42,411 | — | — | $17,573 |