Plan Ledger DOL Form 5500 · updated monthly

Autry Museum of the American West403(b)

AUTRY MUSEUM OF THE AMERICAN WEST 403(B) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.21%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Autry Museum of the American West reported $22,651 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $2,128 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.51% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (5,051st of 9,483), and the 620th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,645,986
Participants with balances228
Active participants149
Employer contributions$317,125
Employee contributions$634,978
Employer contribution per active participant$2,128
Average account balance$51,079
Benefits paid to participants$1,244,429
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 228 accts · $317K emplr
2023$10.4M · 225 accts · $232K emplr
2022$8.8M · 222 accts · $137K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,062
Investment management$89
Total administrative$22,651
Employer contributions to the Autry Museum of the American West plan · 2024
Employer contribution per active participant$2,128
Median for plans this size$2,416
2024$2,128 per active participant
2023$1,523 per active participant
2022$900 per active participant

Autry Museum of the American West's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
AUTRY MUSEUM OF THE AMERICAN WEST · Accounting / audit$8,500
SAGEVIEW ADVISORY GROUP, LLC · Investment management$89

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$22,651 · 0.21%
2023$9,727 · 0.10%
2022$48,746 · 0.51%
Same employer
Similar plansArts, Entertainment & Recreation · California
Knighted Ventures, LLC CA$12.4M · 1.06%
Pilgrim Productions, LLC CA$12.2M · 0.79%
Eldorado Country Club, Inc. CA$12.1M · 0.25%
Ksl/Ms Management, LLC CA$11.5M · 0.33%
Berkeley Repertory Theatre CA$11.3M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953947744 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.