# Museum Of Fine Arts 403(b) Plan
Source: https://planprovider.pro/companies/museum-of-fine-arts-403b-plan

> Museum Of Fine Arts&#39;s 403(b) plan: 404 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Museum Of Fine Arts

- **Sponsor EIN:** 042103607

- **Sponsor Address:** 465 HUNTINGTON AVE., BOSTON, MA, 021155523

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

- **Total Participants:** 404

- **Total Assets:** $208.0M

## 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|404|$208.0M|$2.4M|$2.4M|

| 2023|388|$186.5M|$2.1M|$2.2M|

| 2022|390|$169.0M|$2.0M|$2.1M|

## 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|

| FIDUCIENT ADVISORS, LLC|ADVISOR|$41,500|—|$41,500|

| AAFCPAS, INC.|PLAN AUDITOR|$31,500|—|$31,500|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $73,000

- **Estimated Expense Ratio:** 0.035% 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|$73,443|—|—|$31,500|—|

| 2023|$60,132|—|—|—|—|

| 2022|$60,421|—|—|—|—|

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