# Toledo Museumof Art 403(b) Plan
Source: https://planprovider.pro/companies/toledo-museumof-art-344434678-003

> Toledo Museumof Art's 403(b) plan: 196 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Toledo Museumof Art

- **Sponsor EIN:** 344434678

- **Sponsor Address:** 2445 MONROE STREET, TOLEDO, OH, 43620

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

- **Plan Number:** 003

- **Total Participants:** 196

- **Total Assets:** $5.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|196|$5.9M|$294,209|$470,577|

| 2023|196|$4.9M|$264,410|$410,975|

| 2022|208|$4.7M|$230,220|$375,405|

## 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|

| VOYA RETIREMENT INSURANCE & ANNUITY|Recordkeeper|$37,743|—|$37,743|

| GLOBAL RETIREMENT PARTNERS LLC|Investment Advisor|—|$18,905|$18,905|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $56,648

- **Estimated Expense Ratio:** 0.956% 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|$37,743|—|$37,443|—|—|

| 2023|$37,451|—|$37,451|—|—|

| 2022|$27,629|—|—|—|—|

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