Plan Snapshot
- Plan Sponsor: San Diego Museum Of Art
- Sponsor EIN: 951696715
- Sponsor Address: BALBOA PARK, SAN DIEGO, CA, 921122107
- Plan Type: 403(b)
- Total Participants: 117
- Total Assets: $11.0M
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 | 117 | $11.0M | $189,123 | $353,912 |
| 2023 | 104 | $9.3M | $170,956 | $325,470 |
| 2022 | 81 | $7.8M | $127,616 | $275,934 |
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 |
|---|---|---|---|---|
| ALDRICH CPAS AND ADVISORS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH CPAS AND ADVISORS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $36,434 | — | $36,434 | — | — |
| 2023 | $29,790 | — | $29,790 | — | — |
| 2022 | $26,613 | — | $26,613 | — | — |