Plan Snapshot
- Plan Sponsor: The Huntington Library, Art Museum, And Botanical Gardens
- Sponsor EIN: 951644589
- Sponsor Address: 1151 OXFORD ROAD, SAN MARINO, CA, 911081218
- Plan Type: 403(b)
- Total Participants: 594
- Total Assets: $97.6M
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 | 594 | $97.6M | $2.7M | $2.4M |
| 2023 | 544 | $87.1M | $2.3M | $2.2M |
| 2022 | 514 | $75.4M | $2.0M | $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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN — 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 | $99,439 | — | $95,971 | — | — |
| 2023 | $44,879 | $2,670 | $42,209 | — | — |
| 2022 | $40,429 | $2,163 | $38,266 | — | — |