Plan Snapshot
- Plan Sponsor: The Museum Of Contemporary Art
- Sponsor EIN: 953433820
- Sponsor Address: 250 S GRAND AVENUE, LOS ANGELES, CA, 90012
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $5.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 179 | $5.6M | $0 | $481,468 |
| 2023 | 183 | $5.4M | $0 | $447,315 |
| 2022 | 161 | $4.8M | $0 | $367,113 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $24,925 | — | $24,925 |
| FUTUREPLAN BY ASCENSUS | Recordkeeper | $14,983 | $6 | $14,989 |
| WELLS FARGO CLEARING SERVICES, LLC | Investment Advisor | $14,021 | — | $14,021 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- FUTUREPLAN BY ASCENSUS — Recordkeeper
- WELLS FARGO CLEARING SERVICES, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,935
- Estimated Expense Ratio: 0.960% 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 | $68,434 | — | $68,434 | — | — |
| 2023 | $54,685 | — | — | — | — |
| 2022 | $35,422 | — | — | — | $35,422 |