# San Diego Museum Of Art 403(b) Plan
Source: https://planprovider.pro/companies/san-diego-museum-of-art-403b-plan

> San Diego Museum Of Art's 403(b) plan: 117 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aldrich-cpas-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|—|—|

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