# The Huntington Library, Art Museum, And Botanical Gardens 403(b) Plan
Source: https://planprovider.pro/companies/the-huntington-library-art-museum-and-botanical-gardens-403b-plan

> The Huntington Library, Art Museum, And Botanical Gardens's 403(b) plan: 594 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## 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|

| TRUCKER HUSS, A PROFESSIONAL CORP|LEGAL|$41,168|—|$41,168|

| RBC CAPITAL MARKETS|CONSULTANT|$28,125|—|$28,125|

| CLIFTONLARSONALLEN LLP|ACCOUNTING|$22,887|—|$22,887|

| TIAA|RECORDKEEPER|$9,134|—|$9,134|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRUCKER HUSS, A PROFESSIONAL CORP](https://planprovider.pro/provider/trucker-huss-apc) — LEGAL

- [RBC CAPITAL MARKETS](https://planprovider.pro/provider/royal-bank-of-canada) — CONSULTANT

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — ACCOUNTING

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $101,314

- **Estimated Expense Ratio:** 0.104% 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|$99,439|—|$95,971|—|—|

| 2023|$44,879|$2,670|$42,209|—|—|

| 2022|$40,429|$2,163|$38,266|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-huntington-library-art-museum-and-botanical-gardens-403b-plan)

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