# Trustees And Treasurer Of Pierpont Morgan Library 403(b) Plan
Source: https://planprovider.pro/companies/trustees-and-treasurer-of-pierpont-morgan-library-403b-plan

> Trustees And Treasurer Of Pierpont Morgan Library's 403(b) plan: 120 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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