Plan Ledger DOL Form 5500 · updated monthly

The Corporation of Fine Arts Museums401(k)

THE CORPORATION OF FINE ARTS MUSEUMS 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

The Corporation of Fine Arts Museums reported $86,169 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $3,636 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 0.39% to 0.34%. 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 the 2,879th-largest of 9,483 plans among California employers on file, and the 341st of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,388,544
Participants with balances261
Active participants240
Employer contributions$872,751
Employee contributions$2,052,912
Employer contribution per active participant$3,636
Average account balance$104,937
Benefits paid to participants$2,387,708
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.4M · 261 accts · $873K emplr
2023$23.5M · 247 accts · $796K emplr
2022$18.5M · 235 accts · $737K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,732
Investment management$45,437
Total administrative$86,169
The The Corporation of Fine Arts Museums 401(k) match · 2024
Employer contribution per active participant$3,636
Median for plans this size$2,416
2024$3,636 per active participant
2023$3,539 per active participant
2022$3,112 per active participant

The Corporation of Fine Arts Museums's 2024 employer contribution ran above 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
THE BALDWIN GROUP WEALTH ADVISORS · Investment advisory (plan)$36,480
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$8,956

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$86,169 · 0.34%
2023$74,278 · 0.35%
2022$77,184 · 0.39%
Same employer
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The Gersh Agency CA$30.3M · 0.48%
The Olympic Club CA$29.5M · 0.10%
Oaks Club Room CA$26.5M · 0.01%
Lucky Chances, Inc. CA$26.3M · 0.33%
Paradigm Talent Agency LLC CA$25.3M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943045948 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.