Plan Ledger DOL Form 5500 · updated monthly

The Huntington Library, Art Museum, and Botanical Gardens403(b)

THE HUNTINGTON LIBRARY, ART MUSEUM, AND BOTANICAL GARDENS 403(B) SAVINGS & RETIREMENT PLAN · SAN MARINO, CA · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

The Huntington Library, Art Museum, and Botanical Gardens reported $99,439 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $4,509 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 0.05% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 1,025th-largest of 9,483 plans among California employers on file, and the 107th of 1,311 in arts, entertainment & recreation. In 2024, the employer put in $1.11 for every $1.00 employees contributed themselves; active participation has grown from 514 to 594 since 2022.

Plan summary
Net assets, end of year$97,610,365
Participants with balances1,006
Active participants594
Employer contributions$2,678,330
Employee contributions$2,405,451
Employer contribution per active participant$4,509
Average account balance$97,028
Benefits paid to participants$5,918,535
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$97.6M · 1,006 accts · $2.7M emplr
2023$87.1M · 941 accts · $2.3M emplr
2022$75.4M · 1,051 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$99,439
Total administrative$99,439
Employer contributions to the The Huntington Library, Art Museum, and Botanical Gardens plan · 2024
Employer contribution per active participant$4,509
Median for plans this size$3,635
2024$4,509 per active participant
2023$4,297 per active participant
2022$3,846 per active participant

The Huntington Library, Art Museum, and Botanical Gardens's 2024 employer contribution ran above the $3,635 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 · 20244
TIAA · Recordkeeping · Pension consulting$9,134
TRUCKER HUSS, A PROFESSIONAL CORP · Legal$41,168
RBC CAPITAL MARKETS · Plan administrator$28,125
CLIFTONLARSONALLEN LLP · Accounting / audit$22,887

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

Recordkeeper by year2
2024TIAA
2023TIAA

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

Administrative cost history3
2024$99,439 · 0.11%
2023$44,879 · 0.06%
2022$40,429 · 0.05%
Same employer
Similar plansArts, Entertainment & Recreation · California
Hornblower Group, Inc. CA$101.8M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951644589 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.