# The Exploratorium 403(b) Plan
Source: https://planprovider.pro/companies/the-exploratorium-403b-plan

> The Exploratorium&#39;s 403(b) plan: 436 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISOR

- [ARMANINO LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-exploratorium-403b-plan)

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