# Isabella Stewart Gardner Museum 403(b) Plan
Source: https://planprovider.pro/companies/the-isabella-stewart-gardner-museum-403b-plan

> Isabella Stewart Gardner Museum's 403(b) plan: 226 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EISNERAMPER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — 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|$41,308|—|$41,308|—|—|

| 2023|$37,337|—|$37,337|—|—|

| 2022|$23,584|—|$23,584|—|—|

## Similar Plans

- [Peabody Essex Museum](https://planprovider.pro/companies/peabody-essex-museum-plan-002) — 195 participants

- [The Institute Of Contemporary Art, INC.](https://planprovider.pro/companies/the-institute-of-contemporary-art-inc-403b-plan) — 192 participants

- [Worcester Art Museum](https://planprovider.pro/companies/worcester-art-museum-403b-plan) — 186 participants

- [Old Sturbridge INC.](https://planprovider.pro/companies/old-sturbridge-inc-403b-plan) — 281 participants

- [New England Aquarium](https://planprovider.pro/companies/new-england-aquarium-plan-010) — 290 participants

- [Commonwealth Zoological Corporation](https://planprovider.pro/companies/commonwealth-zoological-corporation-401k-plan) — 298 participants

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

© 2026 PlanProvider.Pro