Plan Ledger DOL Form 5500 · updated monthly

Santa Barbara Museum of Natural History403(b)

SANTA BARBARA MUSEUM OF NATURAL HISTORY 403(B) DC PLAN · SANTA BARBARA, CA · plan year 2025

Reported admin expense ratio · 2025
0.38%

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

Santa Barbara Museum of Natural History reported $30,956 in plan administrative expenses for 2025: 0.38% of average plan assets, below the peer median. Employer contributions averaged $1,672 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 3 years on file its reported administrative ratio has held roughly steady near 0.382%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (5,921st of 9,483), and 748th of 1,311 in arts, entertainment & recreation. In 2025, employees put in $2.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,364,887
Participants with balances112
Active participants73
Employer contributions$122,046
Employee contributions$355,185
Employer contribution per active participant$1,672
Average account balance$74,686
Benefits paid to participants$1,237,721
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2025$8.4M · 112 accts · $122K emplr
2024$7.9M · 117 accts · $111K emplr
2023$7.5M · 118 accts · $114K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$30,956
Total administrative$30,956
Employer contributions to the Santa Barbara Museum of Natural History plan · 2025
Employer contribution per active participant$1,672
Median for plans this size$1,464
2025$1,672 per active participant
2024$1,708 per active participant
2023$1,628 per active participant

Santa Barbara Museum of Natural History's 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
THE VANGUARD GROUP, INC. · Recordkeeping$10,430
FUTURE PLAN BY ASCENSUS · Recordkeeping$1,050
ASCENSUS LLC · Recordkeepingindirect comp
WORLD INVESTMENT ADVISORS · Investment advisory (plan)$21,961

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

Recordkeeper by year3
2025Ascensus, Vanguard
2024Ascensus, Vanguard
2023Ascensus, QBI LLC, Vanguard

This plan has changed recordkeepers within these filings. If you left Santa Barbara Museum of Natural History before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2025$30,956 · 0.38%
2024$30,493 · 0.40%
2023$27,531 · 0.38%
Similar plansArts, Entertainment & Recreation · California
Earthquakes Soccer LLC CA$8.9M · 0.07%
Round Hill Country Club CA$8.9M · 0.18%
Old Globe Theatre CA$8.8M · 0.78%
Claremont Country Club CA$8.5M · 0.43%
The Santaluz Club, Inc. CA$8.0M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951643378 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.