Plan Snapshot
- Plan Sponsor: Petersen Automotive Museum Foundation
- Sponsor EIN: 954739699
- Sponsor Address: 6060 WILSHIRE BOULEVARD, LOS ANGELES, CA, 90036
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $4.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 162 | $4.4M | $186,826 | $340,542 |
| 2023 | 138 | $3.9M | $181,189 | $339,308 |
| 2022 | 125 | $3.1M | $120,942 | $248,790 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $2,635 | $21,496 | $24,131 |
| EQUITABLE ADVISORS | Other Service Provider | $20,557 | — | $20,557 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,688
- Estimated Expense Ratio: 1.017% 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 | $22,367 | $20,557 | $1,810 | — | — |
| 2023 | $17,696 | — | $17,696 | — | — |
| 2022 | $4,408 | — | $4,408 | — | — |