# Storm King Art Center 403(b) Plan
Source: https://planprovider.pro/companies/storm-king-art-center-403b-plan

> Storm King Art Center's 403(b) plan: 68 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Storm King Art Center

- **Sponsor EIN:** 141457573

- **Sponsor Address:** 1 MUSEUM RD, NEW WINDSOR, NY, 12553

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

- **Total Participants:** 68

- **Total Assets:** $4.9M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|68|$4.9M|$203,850|$324,516|

| 2023|89|$4.8M|$216,565|$342,049|

| 2022|79|$3.9M|$271,002|$361,200|

## 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|

| NEWPORT GROUP, INC.|RECORDKEEPER|$13,340|—|$13,340|

| LUTZ AND CARR CPAS, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,340

- **Estimated Expense Ratio:** 0.273% 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|$13,340|—|$13,340|—|—|

| 2023|$13,154|—|$13,154|—|—|

| 2022|$11,717|—|$11,717|—|—|

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