Plan Snapshot
- Plan Sponsor: The Museum Of Fine Arts, Houston
- Sponsor EIN: 741109655
- Sponsor Address: PO BOX 6826, HOUSTON, TX, 77265
- Plan Type: 403(b)
- Total Participants: 770
- Total Assets: $67.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 770 | $67.6M | $1.3M | $2.2M |
| 2023 | 783 | $59.3M | $1.2M | $2.0M |
| 2022 | 795 | $50.6M | $1.1M | $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 |
|---|---|---|---|---|
| TIAA | NONE | $65,993 | — | $65,993 |
| BRIGHTHOUSE LIFE INSURANCE COMPANY | NONE | $5,231 | — | $5,231 |
| DELOITTE & TOUCHE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — NONE
- DELOITTE & TOUCHE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,224
- Estimated Expense Ratio: 0.105% 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 | $71,224 | — | — | — | — |
| 2023 | $55,575 | — | $5,631 | — | — |
| 2022 | $45,966 | — | — | — | — |