Museum Of Contemporary Art 403(b) Tax Deferred Annuity Plan
Sponsored by Museum Of Contemporary Art · EIN 366154098 · Plan #002
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 144
- With balances
- 116
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Forest Capital Management, Llc CRD 171659 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Cref | Recordkeeping, Consulting (general), Custodial (other) | $37,599 |
| Forest Capital Management | Investment management, Direct payment from the plan, Investment management fees (direct) | $25,280 |
| Fidelity Investments Institutional | Investment management, Direct payment from the plan, Investment management fees (direct) | $199 |