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Original filing (PDF)20250729084111NAL0001182051001
MUSEUM OF FINE ARTS
Form 5500
FILING_RECEIVED
MUSEUM OF FINE ARTS DEFINED CONTRIBUTION RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
404
Accounts w/ balance
1,295
Plan assets (EOY)
$208.0M
Net assets (EOY)
$208.0M
How this plan invests
This plan
1 pooled trust
Schedule D
71 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MUSEUM OF FINE ARTS.
Plan sponsor
Name
MUSEUM OF FINE ARTS
EIN
04-2103607
Address
465 HUNTINGTON AVE. · BOSTON, MA · 021155523
Phone
(617) 369-3875
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
AAFCPAS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS, LLC | 36-4001764 | WINDSOR, CT | ADVISOR | $42K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AAFCPAS, INC. | 04-2571780 | WESBOROUGH, MA | PLAN AUDITOR | $32K | — |
Investments
70 direct securities · 1 pooled fund· $208.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$203.6M
70 holdings
Pooled Separate Account
$4.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party‐In‐ Identity of Issue, Borrower, Maturity Date, Rate of Interest, Current Interest Lessor, or Similar Party Collateral, Par, or Maturity Value Cost Value ** CREF Stock Variable Annuity | — | — | — | $43.1M | 20.7% | |
| TIAA Traditional Non Benefit Responsive*** TIAA Traditional Annuity Contract | — | — | — | $32.6M | 15.6% | |
| CREF Growth Variable Annuity | — | — | — | $14.4M | 6.9% | |
| CREF Equity Index Variable Annuity | — | — | — | $11.6M | 5.6% | |
| CREF Global Equities Variable Annuity | — | — | — | $9.2M | 4.4% | |
| CREF Social Choice Variable Annuity | — | — | — | $7.6M | 3.7% | |
| TIAA Traditional Benefit Responsive TIAA Traditional Annuity Contract | — | — | — | $7.3M | 3.5% | |
| Vanguard Total International Stock Index Fund Institutional Shares Mutual Fund | — | — | — | $5.6M | 2.7% | |
| MFS Value Fund Class R4 Mutual Fund | — | — | — | $4.9M | 2.4% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $4.5M | 2.2% | |
| Fidelity Freedom 2050 Mutual Fund | — | — | — | $4.4M | 2.1% | |
| Fidelity Freedom 2035 Mutual Fund | — | — | — | $4.2M | 2.0% | |
| Fidelity Freedom 2040 Mutual Fund | — | — | — | $4.1M | 2.0% | |
| TIAA‐CREF Lifecycle Index 2040 Fund Premier Class Mutual Fund | — | — | — | $4.1M | 2.0% | |
| Vanguard Extended Market Index Fund Admiral Shares Mutual Fund | — | — | — | $4.1M | 1.9% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $4.0M | 1.9% | |
| CREF Core Bond Market Variable Annuity | — | — | — | $4.0M | 1.9% | |
| TIAA‐CREF Lifecycle Index 2045 Fund Premier Class Mutual Fund | — | — | — | $3.1M | 1.5% | |
| Fidelity Freedom 2045 Mutual Fund | — | — | — | $2.7M | 1.3% | |
| Fidelity Blue Chip Growth Mutual Fund | — | — | — | $2.7M | 1.3% | |
| Fidelity Freedom 2030 Mutual Fund | — | — | — | $2.3M | 1.1% | |
| Fidelity Freedom 2025 Mutual Fund | — | — | — | $2.2M | 1.1% | |
| CREF Inflation‐Linked Bond Variable Annuity | — | — | — | $1.9M | 0.9% | |
| Diamond Hill Small Mid Cap l Mutual Fund | — | — | — | $1.8M | 0.9% | |
| TIAA‐CREF Lifecycle Index 2035 Fund Premier Class Mutual Fund | — | — | — | $1.8M | 0.9% | |
| CREF Money Market Variable Annuity | — | — | — | $1.7M | 0.8% | |
| TIAA‐CREF Lifecycle Index 2030 Fund Premier Class Mutual Fund | — | — | — | $1.5M | 0.7% | |
| MFS Value R4 Mutual Fund | — | — | — | $1.2M | 0.6% | |
| TIAA‐CREF Lifecycle Index 2055 Fund Premier Class Mutual Fund | — | — | — | $1.0M | 0.5% | |
| Fidelity Freedom 2055 Mutual Fund | — | — | — | $985K | 0.5% | |
| TIAA Traditional Benefit Responsive 2 TIAA Traditional Annuity Contract | — | — | — | $957K | 0.5% | |
| TIAA‐CREF Lifecycle Index 2050 Fund Premier Class Mutual Fund | — | — | — | $929K | 0.4% | |
| Conestoga SMid Cap Institutional Mutual Fund | — | — | — | $925K | 0.4% | |
| Vanguard 500 Index Admiral Shares Mutual Fund | — | — | — | $831K | 0.4% | |
| Fidelity Freedom 2060 Mutual Fund | — | — | — | $729K | 0.4% | |
| TIAA Traditional Non Benefit Responsive 2 TIAA Traditional Annuity Contract | — | — | — | $682K | 0.3% | |
| Fidelity Extended Market Index Mutual Fund | — | — | — | $678K | 0.3% | |
| Fidelity Government Money Market PRM Money Market | — | — | — | $672K | 0.3% | |
| TIAA‐CREF Lifecycle Index 2020 Fund Premier Class Mutual Fund | — | — | — | $668K | 0.3% | |
| Fidelity Contrafund Mutual Fund | — | — | — | $605K | 0.3% | |
| TIAA‐CREF Lifecycle Index 2025 Fund Premier Class Mutual Fund | — | — | — | $510K | 0.2% | |
| Fidelity Freedom 2020 Mutual Fund | — | — | — | $493K | 0.2% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | — | $454K | 0.2% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Fund | — | — | — | $445K | 0.2% | |
| TIAA‐CREF Lifecycle Index 2015 Fund Premier Class Mutual Fund | — | — | — | $373K | 0.2% | |
| Vanguard Inflation‐Protected Securities Fund Admiral Shares Mutual Fund | — | — | — | $365K | 0.2% | |
| Hartford Schroders Emerging Mkts Eq SDR AF Mutual Fund | — | — | — | $359K | 0.2% | |
| Vanguard Federal Money Mkt Inv Ry Mutual Fund | — | — | — | $283K | 0.1% | |
| 9.50%, maturing through May 2031 ‐ | — | — | — | $259K | 0.1% | |
| Conestoga SMid Cap Investors Mutual Fund | — | — | — | $249K | 0.1% | |
| Mainstay Large Cap Growth Mutual Fund | — | — | — | $233K | 0.1% | |
| Fidelity Diversified International Mutual Fund | — | — | — | $211K | 0.1% | |
| Party‐In‐ Identity of Issue, Borrower, Maturity Date, Rate of Interest, Current Interest Lessor, or Similar Party Collateral, Par, or Maturity Value Cost Value ** Fidelity Total Bond Mutual Fund | — | — | — | $199K | <0.1% | |
| American Funds Europacific Growth Mutual Fund | — | — | — | $157K | <0.1% | |
| Hartford Schroders Emerging Markets Eq SDR Mutual Fund | — | — | — | $150K | <0.1% | |
| Fidelity Inflation Protection Bond Mutual Fund | — | — | — | $142K | <0.1% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $130K | <0.1% | |
| Fidelity Freedom 2015 Mutual Fund | — | — | — | $125K | <0.1% | |
| Fidelity Freedom 2065 Mutual Fund | — | — | — | $122K | <0.1% | |
| TIAA‐CREF Lifecycle Index 2010 Fund Premier Class Mutual Fund | — | — | — | $114K | <0.1% | |
| TIAA‐CREF Lifecycle Index 2060 Fund Premier Class Mutual Fund | — | — | — | $106K | <0.1% | |
| Fidelity Real Estate Investments Mutual Fund | — | — | — | $106K | <0.1% | |
| Blackrock Total Return Institutional Mutual Fund | — | — | — | $94K | <0.1% | |
| Diamond Hill Small‐Mid Cap Fund Class Y Mutual Fund | — | — | — | $79K | <0.1% | |
| The cost of participant‐directed investments is not required to be disclosed. ** Party‐In‐Interest | — | — | — | $67K | <0.1% | |
| TIAA‐CREF Lifecyle Index Retirement Income Premier Fund Mutual Fund | — | — | — | $43K | <0.1% | |
| Contract in the 2024 statement of net assets available for benefits. There are $28,400 of defaulted plan loans also included in the TIAA | — | — | — | $28K | <0.1% | |
| TIAA‐CREF Lifecycle Index 2065 Fund Premier Class Mutual Fund | — | — | — | $16K | <0.1% | |
| Fidelity Government Money Market Money Market | — | — | — | $16K | <0.1% | |
| Traditional Annuity Contract and $2,672 of defaulted loans included in notes receivable from participants in the 2024 statement of net assets | — | — | — | $3K | <0.1% | |
| Fidelity Freedom Income Mutual Fund | — | — | — | $2K | <0.1% |