Plan Snapshot
- Plan Sponsor: San Francisco Museum Of Modern Art
- Sponsor EIN: 941156300
- Sponsor Address: 151 3RD ST, SAN FRANCISCO, CA, 941033107
- Plan Type: 403(b)
- Total Participants: 603
- Total Assets: $73.2M
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 | 603 | $73.2M | $1.2M | $2.3M |
| 2023 | 594 | $64.3M | $1.1M | $2.1M |
| 2022 | 563 | $55.5M | $1.0M | $1.9M |
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 |
|---|---|---|---|---|
| TIAA | NONE | $76,625 | — | $76,625 |
| HOOD & STRONG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- HOOD & STRONG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,625
- Estimated Expense Ratio: 0.105% 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 | $76,625 | — | $1,680 | — | — |
| 2023 | $62,868 | — | $1,680 | — | — |
| 2022 | $54,370 | — | — | — | — |