Plan Snapshot
- Plan Sponsor: Isabella Stewart Gardner Museum
- Sponsor EIN: 042104334
- Sponsor Address: 25 EVANS WAY, BOSTON, MA, 02155
- Plan Type: 403(b)
- Total Participants: 226
- Total Assets: $10.1M
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 | 226 | $10.1M | $347,749 | $714,617 |
| 2023 | 217 | $8.8M | $167,160 | $664,878 |
| 2022 | 212 | $7.1M | $137,509 | $554,162 |
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 |
|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | Recordkeeper | $19,768 | — | $19,768 |
| ANGELL PENSION GROUP, INC. | Recordkeeper | $14,691 | — | $14,691 |
| LION STREET ADVISORS, LLC | Investment Advisor | $12,000 | — | $12,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,459
- Estimated Expense Ratio: 0.458% 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 | $41,308 | — | $41,308 | — | — |
| 2023 | $37,337 | — | $37,337 | — | — |
| 2022 | $23,584 | — | $23,584 | — | — |