Plan Ledger DOL Form 5500 · updated monthly

Cheekwood Botanical Garden and Museum of Art403(b)

CHEEKWOOD 403(B) PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Cheekwood Botanical Garden and Museum of Art reported $32,923 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $847 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 rose from 0.61% to 0.66%. 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 Tennessee (1,034th of 1,496), and 891st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.98 for every $1.00 the employer contributed; active participation has grown from 184 to 209 since 2022.

Plan summary
Net assets, end of year$5,651,382
Participants with balances153
Active participants209
Employer contributions$177,122
Employee contributions$349,919
Employer contribution per active participant$847
Average account balance$36,937
Benefits paid to participants$247,114
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 153 accts · $177K emplr
2023$4.3M · 156 accts · $146K emplr
2022$3.4M · 174 accts · $124K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,923
Total administrative$32,923
Employer contributions to the Cheekwood Botanical Garden and Museum of Art plan · 2024
Employer contribution per active participant$847
Median for plans this size$1,313
2024$847 per active participant
2023$737 per active participant
2022$673 per active participant

Cheekwood Botanical Garden and Museum of Art's 2024 employer contribution ran below 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
MUTUAL OF AMERICA SEC CORP LLC · Recordkeeping · Loan processing$28,709

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$32,923 · 0.66%
2023$28,102 · 0.72%
2022$22,577 · 0.61%
Similar plansArts, Entertainment & Recreation · Tennessee
Nashville Zoo, Inc. TN$6.6M · 0.93%
The Escape Game, LLC TN$5.0M · 0.05%
Hillwood Country Club TN$4.1M · 0.03%
Richland Country Club TN$4.1M · 1.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620627921 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.