# New England Aquarium 403(b) Plan
Source: https://planprovider.pro/companies/new-england-aquarium-plan-010

> New England Aquarium's 403(b) plan: 290 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** New England Aquarium

- **Sponsor EIN:** 042297514

- **Sponsor Address:** 1 CENTRAL WHARF, BOSTON, MA, 02110

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

- **Total Participants:** 290

- **Total Assets:** $10.1M

## 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|290|$10.1M|$1.0M|$1.5M|

## 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|

| CARON & BLETZER, PLLC|Auditor|$12,568|—|$12,568|

### Verified Provider Profiles

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

- [CARON & BLETZER, PLLC](https://planprovider.pro/provider/caron-bletzer) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,568

- **Estimated Expense Ratio:** 0.124% 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|$12,568|—|—|$12,568|—|

## Similar Plans

- [Commonwealth Zoological Corporation](https://planprovider.pro/companies/commonwealth-zoological-corporation-401k-plan) — 298 participants

- [Old Sturbridge INC.](https://planprovider.pro/companies/old-sturbridge-inc-403b-plan) — 281 participants

- [New England Aquarium](https://planprovider.pro/companies/new-england-aquarium-403b-plan) — 328 participants

- [Museum Of Science](https://planprovider.pro/companies/museum-of-science-401k-plan) — 329 participants

- [Isabella Stewart Gardner Museum](https://planprovider.pro/companies/the-isabella-stewart-gardner-museum-403b-plan) — 226 participants

- [Peabody Essex Museum](https://planprovider.pro/companies/peabody-essex-museum-plan-002) — 195 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/new-england-aquarium-plan-010)

© 2026 PlanProvider.Pro