# The Monterey Bay Aquarium Foundation 403(b) Plan
Source: https://planprovider.pro/companies/the-monterey-bay-aquarium-foundation-403b-plan

> The Monterey Bay Aquarium Foundation's 403(b) plan: 582 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Monterey Bay Aquarium Foundation

- **Sponsor EIN:** 942487469

- **Sponsor Address:** 886 CANNERY ROW, MONTEREY, CA, 93940

- **Plan Type:** 403(b)

- **Total Participants:** 582

- **Total Assets:** $104.6M

## 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|582|$104.6M|$3.5M|$4.2M|

| 2023|525|$100.4M|$2.6M|$3.7M|

| 2022|489|$90.0M|$2.2M|$3.2M|

## 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|

| FID INV INST OPS CO|RECORDKEEPER|$76,684|—|$76,684|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISOR|$66,106|—|$66,106|

| HOOD & STRONG LLP|AUDITOR|$19,315|—|$19,315|

| STRATEGIC ADVISORS, INC.|ADVISOR|$16,528|—|$16,528|

| RELATION INSURANCE SERVICES|NONE|$6,500|—|$6,500|

### Verified Provider Profiles

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

- [FID INV INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

- [HOOD & STRONG LLP](https://planprovider.pro/provider/hood-and-strong-llp) — AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $185,133

- **Estimated Expense Ratio:** 0.177% 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|$187,322|$82,634|—|$19,315|—|

| 2023|$192,586|$17,906|—|$24,695|—|

| 2022|$197,999|$83,481|—|—|—|

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