Plan Snapshot
- Plan Sponsor: Trustees And Treasurer Of Pierpont Morgan Library
- Sponsor EIN: 131624146
- Sponsor Address: 225 MADISON AVENUE, NEW YORK, NY, 10016
- Plan Type: 403(b)
- Total Participants: 120
- Total Assets: $59.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 120 | $59.0M | $685,298 | $823,958 |
| 2023 | 99 | $53.3M | $645,576 | $797,224 |
| 2022 | 113 | $46.5M | $681,263 | $755,124 |
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 |
|---|---|---|---|---|
| LUTZ AND CARR CPA LLP | Other Service Provider | $24,612 | — | $24,612 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,612
- Estimated Expense Ratio: 0.042% 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 | $24,737 | — | $24,737 | — | — |
| 2023 | $13,472 | — | $13,472 | — | — |
| 2022 | $23,043 | — | $23,043 | — | — |