Plan Ledger DOL Form 5500 · updated monthly

Petersen Automotive Museum Foundation401(k)

PETERSEN AUTOMOTIVE MUSEUM FOUNDATION 401K PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Petersen Automotive Museum Foundation reported $22,367 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. Employer contributions averaged $1,153 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 0.14% to 0.54%. 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 California (7,229th of 9,483), and 972nd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.82 for every $1.00 the employer contributed; active participation has grown from 125 to 162 since 2022.

Plan summary
Net assets, end of year$4,395,061
Participants with balances126
Active participants162
Employer contributions$186,826
Employee contributions$340,542
Employer contribution per active participant$1,153
Average account balance$34,881
Benefits paid to participants$385,679
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.4M · 126 accts · $187K emplr
2023$3.9M · 147 accts · $181K emplr
2022$3.1M · 131 accts · $121K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,810
Investment management$20,557
Total administrative$22,367
The Petersen Automotive Museum Foundation 401(k) match · 2024
Employer contribution per active participant$1,153
Median for plans this size$1,313
2024$1,153 per active participant
2023$1,313 per active participant
2022$968 per active participant

Petersen Automotive Museum Foundation'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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$2,635
EQUITABLE ADVISORS · Investment advisory (participants) · Investment advisory (plan)$20,557

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$22,367 · 0.54%
2023$17,696 · 0.51%
2022$4,408 · 0.14%
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Source: U.S. Department of Labor, Form 5500 series, EIN 954739699 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.