Plan Ledger DOL Form 5500 · updated monthly

Brandywine Conservancy & Museum of Art403(b)

BRANDYWINE CONSERVANCY & MUSEUM OF ART 403(B) RETIREMENT PLAN · CHADDS FORD, PA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Brandywine Conservancy & Museum of Art reported $4,705 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,082 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 0.06% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Pennsylvania (2,311th of 3,651), and 689th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,785,127
Participants with balances193
Active participants152
Employer contributions$316,510
Employee contributions$504,092
Employer contribution per active participant$2,082
Average account balance$50,700
Benefits paid to participants$753,044
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 193 accts · $317K emplr
2023$8.5M · 194 accts · $292K emplr
2022$7.3M · 187 accts · $274K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,705
Total administrative$4,705
Employer contributions to the Brandywine Conservancy & Museum of Art plan · 2024
Employer contribution per active participant$2,082
Median for plans this size$1,313
2024$2,082 per active participant
2023$1,998 per active participant
2022$1,903 per active participant

Brandywine Conservancy & Museum of Art's 2024 employer contribution ran above the $1,313 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 · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$4,705

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$4,705 · 0.05%
2023$3,633 · 0.05%
2022$4,569 · 0.06%
Similar plansArts, Entertainment & Recreation · Pennsylvania
The Merion Cricket Club PA$11.8M · 0.45%
Kimmel Center, Inc. PA$9.2M · 0.35%
Rolling Rock Club PA$8.1M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 516020908 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.