Plan Snapshot
- Plan Sponsor: The Exploratorium
- Sponsor EIN: 941696494
- Sponsor Address: PIERS 15/17, SAN FRANCISCO, CA, 94111
- Plan Type: 403(b)
- Total Participants: 436
- Total Assets: $48.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 436 | $48.6M | $1.3M | $2.5M |
| 2023 | 387 | $42.8M | $1.1M | $2.3M |
| 2022 | 482 | $34.1M | $559,747 | $2.1M |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $83,607 | — | $83,607 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $79,330 | — | $79,330 |
| PEERY & ASSOCIATES, INC | CONTRACT ADMINISTRATOR | $14,841 | — | $14,841 |
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — INVESTMENT ADVISOR
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $177,778
- Estimated Expense Ratio: 0.365% 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 | $164,761 | $164,761 | — | — | — |
| 2023 | $136,545 | $136,045 | — | — | — |
| 2022 | $149,751 | $149,751 | — | — | — |